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 | $56,491 | $157,304-64.1% | $141,197-60.0% | $152,909-63.1% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 13.83% | 64.34%-50.5pp | 71.41%-57.6pp | 345.46%-331.6pp |
| Employer contribution / active EE | $2,179 | $5,263-58.6% | $4,736-54.0% | $4,764-54.3% |
| Participant deferral / active EE | $4,700 | $7,111-33.9% | $6,710-30.0% | $5,851-19.7% |
| Admin fee / account holder | $66,832 | $12,126+451.1% | $10,265+551.1% | $11,601+476.1% |