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 | $58,168 | $103,000-43.5% | $90,300-35.6% | $152,885-62.0% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 2.29% | 95.19%-92.9pp | 78.11%-75.8pp | 345.39%-343.1pp |
| Employer contribution / active EE | $1,424 | $3,138-54.6% | $2,854-50.1% | $4,763-70.1% |
| Participant deferral / active EE | $1,651 | $4,281-61.4% | $3,884-57.5% | $5,851-71.8% |
| Admin fee / account holder | $322,900 | $6,173+5130.4% | $5,353+5932.2% | $11,598+2684.1% |