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 | $94,772 | $183,592-48.4% | $155,574-39.1% | $145,877-35.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 6.65% | 61.37%-54.7pp | 64.87%-58.2pp | 551.28%-544.6pp |
| Employer contribution / active EE | $1,236 | $5,317-76.8% | $4,676-73.6% | $4,663-73.5% |
| Participant deferral / active EE | $8,317 | $6,466+28.6% | $5,629+47.8% | $6,691+24.3% |
| Admin fee / account holder | $38,560 | $19,316+99.6% | $15,914+142.3% | $13,402+187.7% |