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 | $91,899 | $211,288-56.5% | $178,540-48.5% | $145,884-37.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.79% | 30.27%-23.5pp | 27.15%-20.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $652 | $4,574-85.7% | $3,953-83.5% | $4,662-86.0% |
| Participant deferral / active EE | $5,083 | $6,967-27.0% | $6,281-19.1% | $6,690-24.0% |
| Admin fee / account holder | $72,043 | $12,105+495.1% | $10,424+591.1% | $13,392+438.0% |