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 | $112,051 | $176,071-36.4% | $159,450-29.7% | $167,497-33.1% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 5.32% | 331.79%-326.5pp | 263.60%-258.3pp | 478.62%-473.3pp |
| Employer contribution / active EE | $1,095 | $5,298-79.3% | $4,830-77.3% | $4,838-77.4% |
| Participant deferral / active EE | $4,890 | $7,750-36.9% | $7,352-33.5% | $6,341-22.9% |
| Admin fee / account holder | $2,758 | $12,555-78.0% | $10,800-74.5% | $12,310-77.6% |