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 | $76,522 | $111,878-31.6% | $93,727-18.4% | $145,897-47.6% |
| Participation rate | 63.2% | 74.2%-11.1pp | 68.7%-5.6pp | 80.3%-17.1pp |
| Annual return | 3.65% | 204.28%-200.6pp | 133.83%-130.2pp | 552.29%-548.6pp |
| Employer contribution / active EE | $2,249 | $3,092-27.3% | $2,421-7.1% | $4,663-51.8% |
| Participant deferral / active EE | $5,793 | $4,920+17.7% | $4,417+31.2% | $6,689-13.4% |
| Admin fee / account holder | $106,059 | $10,256+934.1% | $8,292+1179.1% | $13,390+692.1% |