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 | $53,199 | $110,337-51.8% | $102,383-48.0% | $145,877-63.5% |
| Participation rate | 58.3% | 77.9%-19.6pp | 74.5%-16.2pp | 80.3%-22.0pp |
| Annual return | 7.37% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $3,502 | $4,216-16.9% | $3,870-9.5% | $4,663-24.9% |
| Participant deferral / active EE | $2,617 | $5,621-53.4% | $5,060-48.3% | $6,691-60.9% |
| Admin fee / account holder | $62,876 | $9,750+544.9% | $8,391+649.3% | $13,402+369.1% |