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 | $55,128 | $129,239-57.3% | $93,419-41.0% | $158,966-65.3% |
| Participation rate | 27.3% | 70.9%-43.7pp | 66.8%-39.5pp | 82.0%-54.7pp |
| Annual return | 1.56% | 118.21%-116.6pp | 78.05%-76.5pp | 302.95%-301.4pp |
| Employer contribution / active EE | $523 | $2,711-80.7% | $2,075-74.8% | $4,762-89.0% |
| Participant deferral / active EE | $1,113 | $3,909-71.5% | $3,126-64.4% | $5,983-81.4% |
| Admin fee / account holder | $59,151 | $7,383+701.2% | $5,230+1031.0% | $11,250+425.8% |