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 | $53,794 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 8.96% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,385 | $4,804-71.2% | $4,554-69.6% | $4,156-66.7% |
| Participant deferral / active EE | $5,238 | $8,216-36.3% | $7,897-33.7% | $6,407-18.2% |
| Admin fee / account holder | $75,978 | $14,344+429.7% | $13,129+478.7% | $12,270+519.2% |