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 | $160,040-82.9% | $147,096-81.4% | $145,877-81.2% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 0.99% | 98.49%-97.5pp | 419.75%-418.8pp | 551.28%-550.3pp |
| Employer contribution / active EE | $1,253 | $5,289-76.3% | $4,936-74.6% | $4,663-73.1% |
| Participant deferral / active EE | $3,886 | $8,429-53.9% | $8,071-51.8% | $6,691-41.9% |
| Admin fee / account holder | $143,363 | $15,050+852.6% | $13,005+1002.4% | $13,402+969.7% |