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 | $74,736 | $182,442-59.0% | $163,379-54.3% | $138,895-46.2% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.8%-8.1pp | 79.9%-11.2pp |
| Annual return | 6.73% | 72.74%-66.0pp | 63.41%-56.7pp | 145.39%-138.7pp |
| Employer contribution / active EE | $1,943 | $4,159-53.3% | $3,752-48.2% | $4,194-53.7% |
| Participant deferral / active EE | $4,719 | $6,817-30.8% | $6,282-24.9% | $6,396-26.2% |
| Admin fee / account holder | $87,672 | $10,396+743.4% | $9,818+793.0% | $12,562+597.9% |