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 | $65,369 | $93,345-30.0% | $119,126-45.1% | $87,485-25.3% |
| Participation rate | 48.1% | 68.7%-20.6pp | 75.8%-27.6pp | 68.9%-20.8pp |
| Annual return | 7.31% | 19.08%-11.8pp | 282.11%-274.8pp | 26.06%-18.7pp |
| Employer contribution / active EE | $1,003 | $3,172-68.4% | $4,034-75.1% | $2,596-61.4% |
| Participant deferral / active EE | $2,434 | $4,099-40.6% | $5,318-54.2% | $4,274-43.0% |
| Admin fee / account holder | $19,104 | $8,039+137.7% | $10,693+78.7% | $7,775+145.7% |