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 | $27,421 | $159,934-82.9% | $147,005-81.3% | $145,959-81.2% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 0.99% | 98.24%-97.3pp | 418.76%-417.8pp | 561.95%-561.0pp |
| Employer contribution / active EE | $1,253 | $5,287-76.3% | $4,934-74.6% | $4,661-73.1% |
| Participant deferral / active EE | $3,886 | $8,427-53.9% | $8,070-51.8% | $6,689-41.9% |
| Admin fee / account holder | $143,363 | $15,053+852.4% | $13,006+1002.3% | $13,398+970.0% |