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 | $83,421 | $166,268-49.8% | $165,100-49.5% | $145,897-42.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 3.58% | 100.52%-96.9pp | 70.21%-66.6pp | 552.29%-548.7pp |
| Employer contribution / active EE | $1,172 | $5,284-77.8% | $4,348-73.0% | $4,663-74.9% |
| Participant deferral / active EE | $3,426 | $6,964-50.8% | $6,035-43.2% | $6,689-48.8% |
| Admin fee / account holder | $37,536 | $16,659+125.3% | $12,696+195.7% | $13,390+180.3% |