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 | $74,356 | $178,174-58.3% | $156,181-52.4% | $137,256-45.8% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.8%-16.9pp | 80.0%-18.1pp |
| Annual return | 7.99% | 84.19%-76.2pp | 64.87%-56.9pp | 220.34%-212.4pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,266 | $6,888-67.1% | $6,132-63.0% | $6,407-64.6% |
| Admin fee / account holder | $24,499 | $17,404+40.8% | $14,586+68.0% | $12,270+99.7% |