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 | $58,156 | $108,922-46.6% | $100,398-42.1% | $145,978-60.2% |
| Participation rate | 57.1% | 83.0%-25.8pp | 81.5%-24.4pp | 80.3%-23.1pp |
| Annual return | 7.01% | 58.04%-51.0pp | 49.32%-42.3pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,570 | $4,426-64.5% | $3,946-60.2% | $4,662-66.3% |
| Participant deferral / active EE | $4,893 | $8,450-42.1% | $8,084-39.5% | $6,690-26.9% |
| Admin fee / account holder | $8,145 | $9,680-15.9% | $7,893+3.2% | $13,400-39.2% |