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 | $39,106 | $165,399-76.4% | $149,745-73.9% | $158,982-75.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 1.84% | 348.34%-346.5pp | 276.72%-274.9pp | 302.99%-301.1pp |
| Employer contribution / active EE | $1,469 | $5,105-71.2% | $4,646-68.4% | $4,763-69.2% |
| Participant deferral / active EE | $3,751 | $7,183-47.8% | $6,843-45.2% | $5,983-37.3% |
| Admin fee / account holder | $16,649 | $10,811+54.0% | $9,312+78.8% | $11,252+48.0% |