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 | $102,244 | $185,312-44.8% | $161,489-36.7% | $154,746-33.9% |
| Participation rate | 46.2% | 82.5%-36.3pp | 78.7%-32.5pp | 80.7%-34.5pp |
| Annual return | 8.79% | 103.84%-95.1pp | 89.72%-80.9pp | 172.34%-163.6pp |
| Employer contribution / active EE | $4,734 | $4,769-0.7% | $4,268+10.9% | $4,379+8.1% |
| Participant deferral / active EE | $8,507 | $6,350+34.0% | $5,630+51.1% | $6,730+26.4% |
| Admin fee / account holder | $46,246 | $18,654+147.9% | $16,006+188.9% | $14,365+221.9% |