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 | $35,164 | $183,627-80.9% | $155,602-77.4% | $145,978-75.9% |
| Participation rate | 21.4% | 82.7%-61.3pp | 78.2%-56.8pp | 80.3%-58.9pp |
| Annual return | 3.18% | 61.32%-58.1pp | 64.81%-61.6pp | 550.52%-547.3pp |
| Employer contribution / active EE | $1,030 | $5,316-80.6% | $4,675-78.0% | $4,662-77.9% |
| Participant deferral / active EE | $1,934 | $6,466-70.1% | $5,629-65.6% | $6,690-71.1% |
| Admin fee / account holder | $79,289 | $19,327+310.2% | $15,923+397.9% | $13,400+491.7% |