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 | $81,137 | $156,398-48.1% | $147,318-44.9% | $138,895-41.6% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 10.77% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,465 | $4,853-69.8% | $4,593-68.1% | $4,194-65.1% |
| Participant deferral / active EE | $4,546 | $8,237-44.8% | $7,906-42.5% | $6,396-28.9% |
| Admin fee / account holder | $438 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |