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 | $70,106 | $102,382-31.5% | $147,005-52.3% | $80,874-13.3% |
| Participation rate | 46.9% | 75.8%-29.0pp | 82.2%-35.3pp | 67.6%-20.8pp |
| Annual return | 9.33% | 134.89%-125.6pp | 418.76%-409.4pp | 35.62%-26.3pp |
| Employer contribution / active EE | $1,207 | $3,715-67.5% | $4,934-75.5% | $2,756-56.2% |
| Participant deferral / active EE | $6,410 | $6,646-3.6% | $8,070-20.6% | $4,297+49.2% |
| Admin fee / account holder | $5,991 | $7,942-24.6% | $13,006-53.9% | $6,935-13.6% |