Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,021 | $47,479+68.5% | $62,929+27.2% | $82,448-2.9% |
| Participation rate | 28.2% | 66.9%-38.7pp | 73.1%-44.9pp | 68.1%-39.9pp |
| Annual return | 8.32% | 20.34%-12.0pp | 1063.93%-1055.6pp | 41.64%-33.3pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,327 | $2,870-18.9% | $3,888-40.1% | $4,139-43.8% |
| Admin fee / account holder | $26,568 | $3,804+598.5% | $5,065+424.6% | $7,234+267.3% |