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 | $105,017 | $217,432-51.7% | $185,849-43.5% | $167,536-37.3% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 1.58% | 148.42%-146.8pp | 122.10%-120.5pp | 478.82%-477.2pp |
| Employer contribution / active EE | $1,468 | $5,875-75.0% | $5,169-71.6% | $4,839-69.7% |
| Participant deferral / active EE | $4,168 | $6,357-34.4% | $5,569-25.1% | $6,342-34.3% |
| Admin fee / account holder | $12,863 | $19,818-35.1% | $16,244-20.8% | $12,315+4.5% |