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 | $26,297 | $174,379-84.9% | $152,093-82.7% | $138,895-81.1% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 6.35% | 74.86%-68.5pp | 66.36%-60.0pp | 145.39%-139.0pp |
| Employer contribution / active EE | $1,034 | $4,652-77.8% | $4,175-75.2% | $4,194-75.3% |
| Participant deferral / active EE | $3,726 | $6,159-39.5% | $5,451-31.6% | $6,396-41.7% |
| Admin fee / account holder | $255,389 | $16,880+1413.0% | $14,497+1661.7% | $12,562+1933.0% |