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 | $65,136 | $99,994-34.9% | $146,643-55.6% | $85,847-24.1% |
| Participation rate | 45.0% | 73.1%-28.1pp | 80.1%-35.1pp | 69.3%-24.3pp |
| Annual return | 10.00% | 18.93%-8.9pp | 22.75%-12.7pp | 318.61%-308.6pp |
| Employer contribution / active EE | $917 | $2,559-64.2% | $4,137-77.8% | $2,565-64.3% |
| Participant deferral / active EE | $4,079 | $4,006+1.8% | $5,506-25.9% | $3,952+3.2% |
| Admin fee / account holder | $8,714 | $7,703+13.1% | $10,280-15.2% | $6,261+39.2% |