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 | $83,261 | $198,462-58.0% | $170,439-51.1% | $147,585-43.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 8.05% | 257.30%-249.3pp | 205.94%-197.9pp | 578.58%-570.5pp |
| Employer contribution / active EE | $2,383 | $6,184-61.5% | $5,433-56.1% | $4,876-51.1% |
| Participant deferral / active EE | $4,947 | $5,629-12.1% | $4,939+0.2% | $5,439-9.0% |
| Admin fee / account holder | $448 | $16,852-97.3% | $13,881-96.8% | $10,886-95.9% |