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 | $112,955 | $166,020-32.0% | $164,866-31.5% | $145,959-22.6% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 8.69% | 100.08%-91.4pp | 69.97%-61.3pp | 561.95%-553.3pp |
| Employer contribution / active EE | $2,084 | $5,275-60.5% | $4,343-52.0% | $4,661-55.3% |
| Participant deferral / active EE | $5,612 | $6,961-19.4% | $6,033-7.0% | $6,689-16.1% |
| Admin fee / account holder | $11,487 | $16,644-31.0% | $12,689-9.5% | $13,398-14.3% |