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 | $69,650 | $29,670+134.7% | $56,054+24.3% | $80,911-13.9% |
| Participation rate | 32.3% | 41.7%-9.4pp | 52.5%-20.2pp | 67.6%-35.4pp |
| Annual return | 10.00% | 35.24%-25.2pp | 1705.95%-1695.9pp | 35.63%-25.6pp |
| Employer contribution / active EE | $429 | $670-35.9% | $1,039-58.7% | $2,756-84.4% |
| Participant deferral / active EE | $1,266 | $1,227+3.2% | $1,952-35.1% | $4,297-70.5% |
| Admin fee / account holder | $5,060 | $2,431+108.2% | $2,822+79.3% | $6,935-27.0% |