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 | $45,984 | $111,878-58.9% | $93,727-50.9% | $145,897-68.5% |
| Participation rate | 63.6% | 74.2%-10.6pp | 68.7%-5.1pp | 80.3%-16.7pp |
| Annual return | 6.08% | 204.28%-198.2pp | 133.83%-127.7pp | 552.29%-546.2pp |
| Employer contribution / active EE | $1,202 | $3,092-61.1% | $2,421-50.4% | $4,663-74.2% |
| Participant deferral / active EE | $3,238 | $4,920-34.2% | $4,417-26.7% | $6,689-51.6% |
| Admin fee / account holder | $23,088 | $10,256+125.1% | $8,292+178.4% | $13,390+72.4% |