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 | $181,062-85.5% | $158,223-83.4% | $155,188-83.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 6.35% | 57.39%-51.0pp | 52.09%-45.7pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,034 | $4,565-77.3% | $4,109-74.8% | $4,248-75.7% |
| Participant deferral / active EE | $3,726 | $6,134-39.3% | $5,467-31.8% | $6,531-42.9% |
| Admin fee / account holder | $255,389 | $18,825+1256.7% | $16,047+1491.5% | $14,480+1663.8% |