Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,248 | $148,623-37.3% | $135,974-31.4% | $139,466-33.1% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 1.10% | 79.30%-78.2pp | 68.30%-67.2pp | 373.66%-372.6pp |
| Employer contribution / active EE | $33,860 | $5,246+545.4% | $4,859+596.9% | $4,754+612.2% |
| Participant deferral / active EE | $22,500 | $8,103+177.7% | $7,760+189.9% | $6,712+235.2% |
| Admin fee / account holder | $176,911 | $12,406+1326.0% | $10,767+1543.2% | $11,409+1450.7% |