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 | $118,478 | $175,257-32.4% | $149,717-20.9% | $139,456-15.0% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 8.53% | 166.70%-158.2pp | 134.41%-125.9pp | 373.45%-364.9pp |
| Employer contribution / active EE | $1,462 | $5,477-73.3% | $4,820-69.7% | $4,753-69.2% |
| Participant deferral / active EE | $2,340 | $6,521-64.1% | $5,682-58.8% | $6,711-65.1% |
| Admin fee / account holder | $3,231 | $16,156-80.0% | $13,213-75.5% | $11,407-71.7% |