Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,063 | $211,224-74.9% | $178,505-70.3% | $145,897-63.6% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.9pp |
| Annual return | -6.11% | 30.28%-36.4pp | 27.16%-33.3pp | 552.29%-558.4pp |
| Employer contribution / active EE | $967 | $4,577-78.9% | $3,955-75.6% | $4,663-79.3% |
| Participant deferral / active EE | $2,529 | $6,966-63.7% | $6,280-59.7% | $6,689-62.2% |
| Admin fee / account holder | $11,869 | $12,109-2.0% | $10,428+13.8% | $13,390-11.4% |