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 | $73,022 | $109,904-33.6% | $97,167-24.8% | $145,959-50.0% |
| Participation rate | 42.9% | 75.9%-33.1pp | 72.7%-29.8pp | 80.3%-37.4pp |
| Annual return | 4.89% | 243.43%-238.5pp | 75.27%-70.4pp | 561.95%-557.1pp |
| Employer contribution / active EE | $1,203 | $3,084-61.0% | $2,729-55.9% | $4,661-74.2% |
| Participant deferral / active EE | $2,060 | $4,676-55.9% | $4,264-51.7% | $6,689-69.2% |
| Admin fee / account holder | $175,650 | $6,216+2725.8% | $5,650+3008.7% | $13,398+1211.0% |