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 | $105,929 | $201,344-47.4% | $184,243-42.5% | $145,877-27.4% |
| Participation rate | 68.8% | 87.5%-18.7pp | 86.8%-18.1pp | 80.3%-11.6pp |
| Annual return | 8.58% | 29.01%-20.4pp | 28.82%-20.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,366 | $7,022-66.3% | $6,427-63.2% | $4,663-49.3% |
| Participant deferral / active EE | $7,863 | $9,807-19.8% | $9,132-13.9% | $6,691+17.5% |
| Admin fee / account holder | $40,596 | $16,382+147.8% | $13,914+191.8% | $13,402+202.9% |