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 | $132,457 | $169,336-21.8% | $129,384+2.4% | $145,884-9.2% |
| Participation rate | 38.5% | 76.5%-38.0pp | 69.6%-31.2pp | 80.3%-41.8pp |
| Annual return | 4.27% | 14408.70%-14404.4pp | 9461.77%-9457.5pp | 551.85%-547.6pp |
| Employer contribution / active EE | $1,604 | $5,540-71.1% | $4,153-61.4% | $4,662-65.6% |
| Participant deferral / active EE | $6,123 | $4,985+22.8% | $4,166+47.0% | $6,690-8.5% |
| Admin fee / account holder | $39,245 | $9,912+295.9% | $7,686+410.6% | $13,392+193.0% |