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 | $89,621 | $185,312-51.6% | $161,489-44.5% | $154,746-42.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 10.03% | 103.84%-93.8pp | 89.72%-79.7pp | 172.34%-162.3pp |
| Employer contribution / active EE | $13,166 | $4,769+176.1% | $4,268+208.5% | $4,379+200.7% |
| Participant deferral / active EE | $10,167 | $6,350+60.1% | $5,630+80.6% | $6,730+51.1% |
| Admin fee / account holder | $35,133 | $18,654+88.3% | $16,006+119.5% | $14,365+144.6% |