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 | $77,439 | $180,749-57.2% | $160,784-51.8% | $137,256-43.6% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 8.25% | 2234.46%-2226.2pp | 1803.92%-1795.7pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,786 | $4,155-57.0% | $3,733-52.2% | $4,156-57.0% |
| Participant deferral / active EE | $4,666 | $6,844-31.8% | $6,293-25.9% | $6,407-27.2% |
| Admin fee / account holder | $11,923 | $10,397+14.7% | $9,717+22.7% | $12,270-2.8% |