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 | $65,744 | $227,399-71.1% | $189,758-65.4% | $198,609-66.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 79.8%-39.8pp | 82.4%-42.4pp |
| Annual return | 2.79% | 61.03%-58.2pp | 52.62%-49.8pp | 202.70%-199.9pp |
| Employer contribution / active EE | $4,904 | $5,526-11.3% | $4,767+2.9% | $5,055-3.0% |
| Participant deferral / active EE | $10,928 | $6,837+59.8% | $5,856+86.6% | $6,977+56.6% |
| Admin fee / account holder | $192,947 | $25,162+666.8% | $20,388+846.4% | $19,030+913.9% |