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 | $83,777 | $202,326-58.6% | $172,745-51.5% | $152,870-45.2% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.4%-26.9pp |
| Annual return | 9.82% | 1029.72%-1019.9pp | 802.90%-793.1pp | 345.34%-335.5pp |
| Employer contribution / active EE | $3,120 | $5,858-46.7% | $5,144-39.4% | $4,763-34.5% |
| Participant deferral / active EE | $3,120 | $5,948-47.5% | $5,197-40.0% | $5,850-46.7% |
| Admin fee / account holder | $1,685 | $17,110-90.2% | $13,954-87.9% | $11,597-85.5% |