Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,621 | $29,319+52.2% | $52,425-14.9% | $82,448-45.9% |
| Participation rate | 20.6% | 46.9%-26.2pp | 55.6%-35.0pp | 68.1%-47.4pp |
| Annual return | 6.50% | 535.20%-528.7pp | 302.12%-295.6pp | 41.64%-35.1pp |
| Employer contribution / active EE | $411 | $586-30.0% | $914-55.1% | $2,551-83.9% |
| Participant deferral / active EE | $739 | $1,171-36.9% | $1,790-58.8% | $4,139-82.2% |
| Admin fee / account holder | $19,539 | $1,962+895.8% | $2,495+683.2% | $7,234+170.1% |