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 | $83,143 | $198,457-58.1% | $170,435-51.2% | $147,586-43.7% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 8.57% | 257.30%-248.7pp | 205.94%-197.4pp | 578.59%-570.0pp |
| Employer contribution / active EE | $2,200 | $6,183-64.4% | $5,432-59.5% | $4,876-54.9% |
| Participant deferral / active EE | $3,850 | $5,629-31.6% | $4,939-22.1% | $5,439-29.2% |
| Admin fee / account holder | $972 | $16,852-94.2% | $13,881-93.0% | $10,886-91.1% |