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 | $76,528 | $98,776-22.5% | $149,745-48.9% | $79,856-4.2% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.5%-26.2pp | 69.6%-13.4pp |
| Annual return | 8.95% | 27.38%-18.4pp | 276.72%-267.8pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,685 | $3,217-47.6% | $4,646-63.7% | $2,471-31.8% |
| Participant deferral / active EE | $4,246 | $5,681-25.3% | $6,843-37.9% | $3,741+13.5% |
| Admin fee / account holder | $62,496 | $6,053+932.5% | $9,312+571.2% | $5,306+1077.7% |