Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $53,376 | $30,437+75.4% | $56,033-4.7% | $74,459-28.3% |
| Participation rate | 18.4% | 32.9%-14.4pp | 52.5%-34.0pp | 67.2%-48.8pp |
| Annual return | 10.25% | 24.96%-14.7pp | 1711.38%-1701.1pp | 1369.70%-1359.4pp |
| Employer contribution / active EE | $446 | $610-26.9% | $1,041-57.2% | $2,626-83.0% |
| Participant deferral / active EE | $968 | $1,176-17.6% | $1,954-50.4% | $4,350-77.7% |
| Admin fee / account holder | $3,184 | $2,363+34.7% | $2,827+12.6% | $1,945+63.7% |