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 | $78,558 | $110,410-28.8% | $102,437-23.3% | $145,897-46.2% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.5%-15.4pp | 80.3%-21.2pp |
| Annual return | 7.60% | 24.85%-17.2pp | 24.95%-17.3pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,445 | $4,217-65.7% | $3,871-62.7% | $4,663-69.0% |
| Participant deferral / active EE | $1,791 | $5,622-68.1% | $5,060-64.6% | $6,689-73.2% |
| Admin fee / account holder | $5,802 | $9,745-40.5% | $8,388-30.8% | $13,390-56.7% |