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 | $38,386 | $226,090-83.0% | $182,531-79.0% | $152,885-74.9% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 0.57% | 192.57%-192.0pp | 148.57%-148.0pp | 345.39%-344.8pp |
| Employer contribution / active EE | $1,078 | $4,978-78.3% | $4,075-73.5% | $4,763-77.4% |
| Participant deferral / active EE | $2,090 | $6,369-67.2% | $5,525-62.2% | $5,851-64.3% |
| Admin fee / account holder | $3,920 | $10,705-63.4% | $8,593-54.4% | $11,598-66.2% |