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 | $80,552 | $102,422-21.4% | $147,117-45.2% | $80,959-0.5% |
| Participation rate | 38.9% | 75.9%-37.0pp | 82.2%-43.3pp | 67.7%-28.8pp |
| Annual return | 10.14% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $2,058 | $3,717-44.6% | $4,932-58.3% | $2,757-25.3% |
| Participant deferral / active EE | $3,813 | $6,652-42.7% | $8,065-52.7% | $4,300-11.3% |
| Admin fee / account holder | $46,819 | $7,953+488.7% | $12,993+260.3% | $6,925+576.1% |