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 | $54,362 | $34,932+55.6% | $56,441-3.7% | $74,546-27.1% |
| Participation rate | 29.7% | 32.9%-3.2pp | 52.5%-22.8pp | 67.2%-37.5pp |
| Annual return | 8.03% | 24.90%-16.9pp | 1704.21%-1696.2pp | 1366.03%-1358.0pp |
| Employer contribution / active EE | $760 | $608+24.9% | $1,039-26.8% | $2,624-71.0% |
| Participant deferral / active EE | $1,368 | $1,173+16.7% | $1,953-29.9% | $4,347-68.5% |
| Admin fee / account holder | $14,913 | $2,359+532.1% | $2,829+427.1% | $1,944+667.3% |