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 | $85,484 | $55,470+54.1% | $155,556-45.0% | $74,478+14.8% |
| Participation rate | 20.4% | 61.9%-41.5pp | 78.2%-57.8pp | 67.2%-46.8pp |
| Annual return | 11.07% | 269.80%-258.7pp | 64.84%-53.8pp | 1370.56%-1359.5pp |
| Employer contribution / active EE | $526 | $2,267-76.8% | $4,675-88.7% | $2,626-80.0% |
| Participant deferral / active EE | $1,282 | $2,838-54.8% | $5,631-77.2% | $4,350-70.5% |
| Admin fee / account holder | $2,855 | $1,744+63.7% | $15,885-82.0% | $1,946+46.7% |