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 | $74,723 | $89,259-16.3% | $107,187-30.3% | $82,637-9.6% |
| Participation rate | 61.3% | 67.9%-6.6pp | 75.0%-13.7pp | 68.1%-6.8pp |
| Annual return | 4.68% | 21.02%-16.3pp | 204.55%-199.9pp | 53.51%-48.8pp |
| Employer contribution / active EE | $2,230 | $3,080-27.6% | $3,782-41.0% | $2,552-12.6% |
| Participant deferral / active EE | $3,787 | $4,037-6.2% | $5,096-25.7% | $4,126-8.2% |
| Admin fee / account holder | $2,510 | $7,381-66.0% | $9,162-72.6% | $7,339-65.8% |