Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $61,208 | $105,210-41.8% | $159,487-61.6% | $85,851-28.7% |
| Participation rate | 68.1% | 75.8%-7.7pp | 82.8%-14.7pp | 69.3%-1.2pp |
| Annual return | 10.83% | 45.08%-34.3pp | 263.71%-252.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $2,841 | $3,319-14.4% | $4,831-41.2% | $2,565+10.7% |
| Participant deferral / active EE | $6,776 | $5,946+14.0% | $7,354-7.9% | $3,952+71.4% |
| Admin fee / account holder | $1,537 | $6,934-77.8% | $10,804-85.8% | $6,261-75.5% |