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 | $26,922 | $154,228-82.5% | $145,433-81.5% | $137,256-80.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 5.72% | 74.59%-68.9pp | 66.58%-60.9pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,885 | $4,804-60.8% | $4,554-58.6% | $4,156-54.7% |
| Participant deferral / active EE | $8,631 | $8,216+5.0% | $7,897+9.3% | $6,407+34.7% |
| Admin fee / account holder | $55,277 | $14,344+285.4% | $13,129+321.0% | $12,270+350.5% |