Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,221 | $110,410-27.3% | $102,437-21.7% | $145,897-45.0% |
| Participation rate | 35.7% | 77.9%-42.2pp | 74.5%-38.8pp | 80.3%-44.6pp |
| Annual return | 6.43% | 24.85%-18.4pp | 24.95%-18.5pp | 552.29%-545.9pp |
| Employer contribution / active EE | $1,139 | $4,217-73.0% | $3,871-70.6% | $4,663-75.6% |
| Participant deferral / active EE | $2,693 | $5,622-52.1% | $5,060-46.8% | $6,689-59.7% |
| Admin fee / account holder | $19,226 | $9,745+97.3% | $8,388+129.2% | $13,390+43.6% |