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 | $68,624 | $105,210-34.8% | $159,487-57.0% | $85,851-20.1% |
| Participation rate | 37.5% | 75.8%-38.3pp | 82.8%-45.3pp | 69.3%-31.8pp |
| Annual return | 12.02% | 45.08%-33.1pp | 263.71%-251.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $2,525 | $3,319-23.9% | $4,831-47.7% | $2,565-1.6% |
| Participant deferral / active EE | $4,742 | $5,946-20.3% | $7,354-35.5% | $3,952+20.0% |
| Admin fee / account holder | $12,722 | $6,934+83.5% | $10,804+17.8% | $6,261+103.2% |