Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $67,902 | $93,345-27.3% | $119,126-43.0% | $87,485-22.4% |
| Participation rate | 39.0% | 68.7%-29.7pp | 75.8%-36.7pp | 68.9%-29.9pp |
| Annual return | 10.97% | 19.08%-8.1pp | 282.11%-271.1pp | 26.06%-15.1pp |
| Employer contribution / active EE | $1,165 | $3,172-63.3% | $4,034-71.1% | $2,596-55.1% |
| Participant deferral / active EE | $2,074 | $4,099-49.4% | $5,318-61.0% | $4,274-51.5% |
| Admin fee / account holder | $15,768 | $8,039+96.2% | $10,693+47.5% | $7,775+102.8% |