Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,169 | $29,733+95.6% | $56,025+3.8% | $80,959-28.1% |
| Participation rate | 24.3% | 41.7%-17.4pp | 52.5%-28.2pp | 67.7%-43.3pp |
| Annual return | 9.49% | 35.28%-25.8pp | 1712.69%-1703.2pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,169 | $672+74.1% | $1,042+12.3% | $2,757-57.6% |
| Participant deferral / active EE | $2,379 | $1,229+93.5% | $1,955+21.7% | $4,300-44.7% |
| Admin fee / account holder | $2,831 | $2,434+16.3% | $2,828+0.1% | $6,925-59.1% |