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 | $78,158 | $166,131-53.0% | $164,975-52.6% | $145,877-46.4% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 8.71% | 100.37%-91.7pp | 70.12%-61.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,184 | $5,276-39.6% | $4,343-26.7% | $4,663-31.7% |
| Participant deferral / active EE | $7,351 | $6,962+5.6% | $6,033+21.8% | $6,691+9.9% |
| Admin fee / account holder | $8,995 | $16,648-46.0% | $12,688-29.1% | $13,402-32.9% |