Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $81,012 | $110,337-26.6% | $102,383-20.9% | $145,877-44.5% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | -1.18% | 24.83%-26.0pp | 24.94%-26.1pp | 551.28%-552.5pp |
| Employer contribution / active EE | $1,250 | $4,216-70.3% | $3,870-67.7% | $4,663-73.2% |
| Participant deferral / active EE | $5,387 | $5,621-4.2% | $5,060+6.5% | $6,691-19.5% |
| Admin fee / account holder | $25,404 | $9,750+160.6% | $8,391+202.7% | $13,402+89.6% |