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 | $36,109 | $167,352-78.4% | $143,788-74.9% | $134,509-73.2% |
| Participation rate | 47.6% | 84.8%-37.2pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -21.50% | 0.47%-22.0pp | -0.03%-21.5pp | 418.13%-439.6pp |
| Employer contribution / active EE | $2,062 | $5,620-63.3% | $4,952-58.4% | $4,741-56.5% |
| Participant deferral / active EE | $4,580 | $6,447-29.0% | $5,638-18.8% | $6,400-28.4% |
| Admin fee / account holder | $1,965 | $18,091-89.1% | $14,675-86.6% | $11,427-82.8% |