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 | $76,529 | $29,716+157.5% | $56,077+36.5% | $80,925-5.4% |
| Participation rate | 50.0% | 41.7%+8.3pp | 52.5%-2.5pp | 67.7%-17.7pp |
| Annual return | 10.42% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.2pp |
| Employer contribution / active EE | $739 | $671+10.1% | $1,040-29.0% | $2,756-73.2% |
| Participant deferral / active EE | $1,112 | $1,228-9.5% | $1,954-43.1% | $4,299-74.1% |
| Admin fee / account holder | $24,586 | $2,432+910.9% | $2,825+770.3% | $6,940+254.3% |