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 | $61,974 | $176,077-64.8% | $159,455-61.1% | $167,518-63.0% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 1.80% | 331.83%-330.0pp | 263.63%-261.8pp | 478.71%-476.9pp |
| Employer contribution / active EE | $3,066 | $5,298-42.1% | $4,830-36.5% | $4,838-36.6% |
| Participant deferral / active EE | $7,765 | $7,751+0.2% | $7,353+5.6% | $6,342+22.4% |
| Admin fee / account holder | $78,012 | $12,556+521.3% | $10,800+622.3% | $12,312+533.6% |