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 | $57,681 | $58,726-1.8% | $142,898-59.6% | $85,847-32.8% |
| Participation rate | 59.2% | 58.5%+0.7pp | 72.0%-12.8pp | 69.3%-10.1pp |
| Annual return | 9.22% | 27.73%-18.5pp | 5639.64%-5630.4pp | 318.61%-309.4pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,303 | $2,609-11.7% | $3,838-40.0% | $3,952-41.7% |
| Admin fee / account holder | $17,737 | $4,234+318.9% | $6,560+170.4% | $6,261+183.3% |