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 | $110,349 | $166,131-33.6% | $164,975-33.1% | $145,877-24.4% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 6.57% | 100.37%-93.8pp | 70.12%-63.6pp | 551.28%-544.7pp |
| Employer contribution / active EE | $1,614 | $5,276-69.4% | $4,343-62.8% | $4,663-65.4% |
| Participant deferral / active EE | $2,498 | $6,962-64.1% | $6,033-58.6% | $6,691-62.7% |
| Admin fee / account holder | $12,899 | $16,648-22.5% | $12,688+1.7% | $13,402-3.8% |