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 | $81,315 | $165,351-50.8% | $149,710-45.7% | $158,931-48.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.04% | 348.19%-341.1pp | 276.63%-269.6pp | 302.86%-295.8pp |
| Employer contribution / active EE | $1,163 | $5,103-77.2% | $4,645-75.0% | $4,761-75.6% |
| Participant deferral / active EE | $3,521 | $7,181-51.0% | $6,842-48.5% | $5,982-41.1% |
| Admin fee / account holder | $2,019 | $10,807-81.3% | $9,309-78.3% | $11,247-82.0% |