Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $73,165 | $183,592-60.1% | $155,574-53.0% | $145,877-49.8% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 5.34% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-545.9pp |
| Employer contribution / active EE | $3,106 | $5,317-41.6% | $4,676-33.6% | $4,663-33.4% |
| Participant deferral / active EE | $10,700 | $6,466+65.5% | $5,629+90.1% | $6,691+59.9% |
| Admin fee / account holder | $72,979 | $19,316+277.8% | $15,914+358.6% | $13,402+444.5% |