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 | $62,134 | $27,924+122.5% | $58,544+6.1% | $75,181-17.4% |
| Participation rate | 51.7% | 38.8%+12.9pp | 50.9%+0.9pp | 67.2%-15.5pp |
| Annual return | 11.54% | 44.20%-32.7pp | 4249.56%-4238.0pp | 160.69%-149.1pp |
| Employer contribution / active EE | $1,618 | $669+141.8% | $1,053+53.7% | $2,671-39.4% |
| Participant deferral / active EE | $2,430 | $1,202+102.2% | $1,923+26.4% | $4,126-41.1% |
| Admin fee / account holder | $1,089 | $1,726-36.9% | $2,520-56.8% | $5,650-80.7% |