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 | $64,611 | $127,790-49.4% | $106,554-39.4% | $167,553-61.4% |
| Participation rate | 57.9% | 78.3%-20.4pp | 76.1%-18.2pp | 82.1%-24.2pp |
| Annual return | 8.29% | 33.88%-25.6pp | 26.80%-18.5pp | 478.89%-470.6pp |
| Employer contribution / active EE | $885 | $3,427-74.2% | $2,819-68.6% | $4,840-81.7% |
| Participant deferral / active EE | $3,903 | $5,088-23.3% | $4,398-11.3% | $6,343-38.5% |
| Admin fee / account holder | $61,545 | $11,231+448.0% | $7,408+730.8% | $12,316+399.7% |