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 | $103,938 | $183,592-43.4% | $155,567-33.2% | $145,959-28.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 7.36% | 61.24%-53.9pp | 64.74%-57.4pp | 561.95%-554.6pp |
| Employer contribution / active EE | $3,055 | $5,315-42.5% | $4,674-34.6% | $4,661-34.5% |
| Participant deferral / active EE | $7,375 | $6,464+14.1% | $5,628+31.0% | $6,689+10.3% |
| Admin fee / account holder | $619 | $19,318-96.8% | $15,916-96.1% | $13,398-95.4% |