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 | $110,866 | $45,566+143.3% | $64,105+72.9% | $59,633+85.9% |
| Participation rate | 22.0% | 60.2%-38.2pp | 68.2%-46.2pp | 68.7%-46.7pp |
| Annual return | -4.36% | 4.95%-9.3pp | 791.24%-795.6pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $433 | $934-53.6% | $1,820-76.2% | $2,203-80.3% |
| Participant deferral / active EE | $1,427 | $2,057-30.6% | $2,822-49.4% | $3,192-55.3% |
| Admin fee / account holder | $1,271 | $3,268-61.1% | $4,499-71.8% | $4,297-70.4% |