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 | $88,874 | $111,814-20.5% | $103,374-14.0% | $145,959-39.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 5.62% | 24.77%-19.2pp | 24.89%-19.3pp | 561.95%-556.3pp |
| Employer contribution / active EE | $1,479 | $4,214-64.9% | $3,869-61.8% | $4,661-68.3% |
| Participant deferral / active EE | $2,537 | $5,618-54.8% | $5,058-49.8% | $6,689-62.1% |
| Admin fee / account holder | $110,446 | $9,754+1032.3% | $8,394+1215.8% | $13,398+724.4% |