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 | $89,529 | $171,492-47.8% | $150,734-40.6% | $198,609-54.9% |
| Participation rate | 62.5% | 81.4%-18.9pp | 78.4%-15.9pp | 82.4%-19.9pp |
| Annual return | 3.59% | 804.70%-801.1pp | 600.81%-597.2pp | 202.70%-199.1pp |
| Employer contribution / active EE | $2,333 | $5,470-57.3% | $4,918-52.6% | $5,055-53.9% |
| Participant deferral / active EE | $3,167 | $6,259-49.4% | $5,610-43.5% | $6,977-54.6% |
| Admin fee / account holder | $933 | $17,628-94.7% | $14,905-93.7% | $19,030-95.1% |