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 | $70,266 | $96,361-27.1% | $80,607-12.8% | $139,456-49.6% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 4.05% | 1350.95%-1346.9pp | 936.11%-932.1pp | 373.45%-369.4pp |
| Employer contribution / active EE | $1,517 | $3,262-53.5% | $2,724-44.3% | $4,753-68.1% |
| Participant deferral / active EE | $2,777 | $5,232-46.9% | $4,448-37.6% | $6,711-58.6% |
| Admin fee / account holder | $36,185 | $6,601+448.2% | $5,379+572.7% | $11,407+217.2% |