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 | $58,591 | $102,385-42.8% | $147,080-60.2% | $80,935-27.6% |
| Participation rate | 26.2% | 75.9%-49.7pp | 82.2%-56.0pp | 67.7%-41.5pp |
| Annual return | 8.54% | 135.09%-126.6pp | 420.17%-411.6pp | 35.66%-27.1pp |
| Employer contribution / active EE | $1,612 | $3,717-56.6% | $4,933-67.3% | $2,757-41.5% |
| Participant deferral / active EE | $4,457 | $6,651-33.0% | $8,066-44.7% | $4,299+3.7% |
| Admin fee / account holder | $41,107 | $7,951+417.0% | $12,989+216.5% | $6,924+493.7% |