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 | $50,457 | $27,936+80.6% | $58,561-13.8% | $75,173-32.9% |
| Participation rate | 31.4% | 38.8%-7.5pp | 50.9%-19.5pp | 67.2%-35.8pp |
| Annual return | 13.97% | 44.21%-30.2pp | 4251.33%-4237.4pp | 160.72%-146.7pp |
| Employer contribution / active EE | $123 | $670-81.6% | $1,053-88.3% | $2,671-95.4% |
| Participant deferral / active EE | $547 | $1,202-54.5% | $1,923-71.5% | $4,126-86.7% |
| Admin fee / account holder | $2,495 | $1,727+44.5% | $2,520-1.0% | $5,651-55.8% |