Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $55,674 | $154,209-63.9% | $130,062-57.2% | $139,487-60.1% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.5%-33.1pp | 80.3%-34.9pp |
| Annual return | 0.96% | 32.52%-31.6pp | -137.37%+138.3pp | 373.84%-372.9pp |
| Employer contribution / active EE | $1,117 | $5,292-78.9% | $4,322-74.1% | $4,755-76.5% |
| Participant deferral / active EE | $8,269 | $6,709+23.2% | $5,821+42.1% | $6,713+23.2% |
| Admin fee / account holder | $7,374 | $13,988-47.3% | $10,601-30.4% | $11,407-35.4% |