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 | $103,555 | $160,070-35.3% | $147,117-29.6% | $145,897-29.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.20% | 98.69%-91.5pp | 420.54%-413.3pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,116 | $5,285-78.9% | $4,932-77.4% | $4,663-76.1% |
| Participant deferral / active EE | $7,330 | $8,419-12.9% | $8,065-9.1% | $6,689+9.6% |
| Admin fee / account holder | $130,860 | $15,035+770.3% | $12,993+907.2% | $13,390+877.3% |