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 | $56,572 | $160,040-64.7% | $147,096-61.5% | $145,877-61.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.14% | 98.49%-90.4pp | 419.75%-411.6pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,453 | $5,289-72.5% | $4,936-70.6% | $4,663-68.8% |
| Participant deferral / active EE | $3,615 | $8,429-57.1% | $8,071-55.2% | $6,691-46.0% |
| Admin fee / account holder | $7,546 | $15,050-49.9% | $13,005-42.0% | $13,402-43.7% |