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 | $81,110 | $160,070-49.3% | $147,117-44.9% | $145,897-44.4% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 8.66% | 98.69%-90.0pp | 420.54%-411.9pp | 552.29%-543.6pp |
| Employer contribution / active EE | $1,191 | $5,285-77.5% | $4,932-75.9% | $4,663-74.5% |
| Participant deferral / active EE | $3,490 | $8,419-58.5% | $8,065-56.7% | $6,689-47.8% |
| Admin fee / account holder | $3,834 | $15,035-74.5% | $12,993-70.5% | $13,390-71.4% |