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 | $71,170 | $101,618-30.0% | $93,063-23.5% | $137,256-48.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 3.33% | 223.95%-220.6pp | 34.15%-30.8pp | 220.34%-217.0pp |
| Employer contribution / active EE | $1,576 | $2,707-41.8% | $2,476-36.3% | $4,156-62.1% |
| Participant deferral / active EE | $3,558 | $4,279-16.9% | $3,958-10.1% | $6,407-44.5% |
| Admin fee / account holder | $51,642 | $6,198+733.1% | $6,033+756.0% | $12,270+320.9% |