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 | $82,568 | $103,038-19.9% | $90,324-8.6% | $152,909-46.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 9.40% | 95.25%-85.8pp | 78.15%-68.7pp | 345.46%-336.1pp |
| Employer contribution / active EE | $561 | $3,141-82.1% | $2,856-80.3% | $4,764-88.2% |
| Participant deferral / active EE | $1,800 | $4,282-58.0% | $3,885-53.7% | $5,851-69.2% |
| Admin fee / account holder | $21,576 | $6,177+249.3% | $5,356+302.9% | $11,601+86.0% |