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 | $91,908 | $40,435+127.3% | $80,648+14.0% | $74,473+23.4% |
| Participation rate | 7.1% | 47.4%-40.3pp | 67.0%-59.9pp | 70.7%-63.6pp |
| Annual return | 12.40% | 165.22%-152.8pp | 937.21%-924.8pp | 34.36%-22.0pp |
| Employer contribution / active EE | $265 | $1,498-82.3% | $2,724-90.3% | $2,638-90.0% |
| Participant deferral / active EE | $663 | $2,673-75.2% | $4,443-85.1% | $4,530-85.4% |
| Admin fee / account holder | $27,768 | $721+3752.6% | $5,382+415.9% | $347+7901.2% |