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 | $75,505 | $153,311-50.8% | $109,313-30.9% | $273,972-72.4% |
| Participation rate | 60.0% | 80.1%-20.1pp | 71.3%-11.3pp | 83.0%-23.0pp |
| Annual return | -0.08% | 29.86%-29.9pp | 22.07%-22.2pp | 41.46%-41.5pp |
| Employer contribution / active EE | $2,398 | $5,619-57.3% | $3,892-38.4% | $4,869-50.7% |
| Participant deferral / active EE | $4,837 | $3,932+23.0% | $3,166+52.8% | $5,287-8.5% |
| Admin fee / account holder | $101,879 | $8,076+1161.5% | $5,666+1697.9% | $10,133+905.5% |