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 | $17,949 | $211,105-91.5% | $178,449-89.9% | $145,978-87.7% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 0.87% | 30.19%-29.3pp | 27.09%-26.2pp | 550.52%-549.6pp |
| Employer contribution / active EE | $1,827 | $4,569-60.0% | $3,951-53.8% | $4,662-60.8% |
| Participant deferral / active EE | $2,708 | $6,959-61.1% | $6,277-56.9% | $6,690-59.5% |
| Admin fee / account holder | $209,225 | $12,017+1641.1% | $10,362+1919.2% | $13,400+1461.3% |