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 | $58,442 | $183,516-68.2% | $155,534-62.4% | $145,884-59.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 3.58% | 61.43%-57.8pp | 64.92%-61.3pp | 551.85%-548.3pp |
| Employer contribution / active EE | $1,063 | $5,315-80.0% | $4,675-77.3% | $4,662-77.2% |
| Participant deferral / active EE | $11,880 | $6,467+83.7% | $5,630+111.0% | $6,690+77.6% |
| Admin fee / account holder | $69,623 | $19,293+260.9% | $15,900+337.9% | $13,392+419.9% |