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 | $66,613 | $99,011-32.7% | $86,582-23.1% | $147,586-54.9% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 1.54% | 1312.75%-1311.2pp | 965.08%-963.5pp | 578.59%-577.1pp |
| Employer contribution / active EE | $1,543 | $3,132-50.7% | $2,839-45.7% | $4,876-68.4% |
| Participant deferral / active EE | $3,329 | $3,972-16.2% | $3,609-7.7% | $5,439-38.8% |
| Admin fee / account holder | $358 | $5,709-93.7% | $4,904-92.7% | $10,886-96.7% |