Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,066 | $117,859-24.4% | $102,438-13.1% | $145,959-39.0% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 6.04% | 31.72%-25.7pp | 29.37%-23.3pp | 561.95%-555.9pp |
| Employer contribution / active EE | $983 | $3,615-72.8% | $3,024-67.5% | $4,661-78.9% |
| Participant deferral / active EE | $3,284 | $5,732-42.7% | $5,054-35.0% | $6,689-50.9% |
| Admin fee / account holder | $52,308 | $13,318+292.8% | $9,448+453.7% | $13,398+290.4% |