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 | $92,836 | $165,361-43.9% | $149,715-38.0% | $158,950-41.6% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 4.39% | 348.24%-343.8pp | 276.66%-272.3pp | 302.91%-298.5pp |
| Employer contribution / active EE | $3,904 | $5,103-23.5% | $4,645-16.0% | $4,762-18.0% |
| Participant deferral / active EE | $6,674 | $7,182-7.1% | $6,842-2.5% | $5,983+11.5% |
| Admin fee / account holder | $97,195 | $10,808+799.3% | $9,310+944.0% | $11,248+764.1% |