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 | $113,608 | $72,177+57.4% | $115,038-1.2% | $59,633+90.5% |
| Participation rate | 6.5% | 72.6%-66.1pp | 81.4%-74.9pp | 68.7%-62.2pp |
| Annual return | -6.08% | 12.02%-18.1pp | 26.14%-32.2pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $13,017 | $2,841+358.2% | $4,608+182.5% | $2,203+491.0% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $13,967 | $4,927+183.5% | $8,175+70.8% | $4,297+225.0% |