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 | $55,215 | $228,395-75.8% | $185,861-70.3% | $158,982-65.3% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | -3.32% | 40.82%-44.1pp | 35.96%-39.3pp | 302.99%-306.3pp |
| Employer contribution / active EE | $2,165 | $4,968-56.4% | $4,088-47.0% | $4,763-54.5% |
| Participant deferral / active EE | $7,795 | $6,417+21.5% | $5,634+38.4% | $5,983+30.3% |
| Admin fee / account holder | $1,203 | $11,869-89.9% | $9,503-87.3% | $11,252-89.3% |