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 | $96,525 | $126,519-23.7% | $106,201-9.1% | $145,959-33.9% |
| Participation rate | 46.7% | 77.7%-31.0pp | 75.3%-28.6pp | 80.3%-33.6pp |
| Annual return | 0.04% | 225.10%-225.1pp | 116.26%-116.2pp | 561.95%-561.9pp |
| Employer contribution / active EE | $906 | $3,726-75.7% | $3,170-71.4% | $4,661-80.6% |
| Participant deferral / active EE | $1,831 | $5,716-68.0% | $5,012-63.5% | $6,689-72.6% |
| Admin fee / account holder | $547 | $17,312-96.8% | $11,039-95.0% | $13,398-95.9% |