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 | $77,315 | $106,247-27.2% | $96,515-19.9% | $139,466-44.6% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.3%-5.6pp | 80.3%-11.6pp |
| Annual return | 10.71% | 38.47%-27.8pp | 35.73%-25.0pp | 373.66%-363.0pp |
| Employer contribution / active EE | $2,315 | $4,106-43.6% | $3,740-38.1% | $4,754-51.3% |
| Participant deferral / active EE | $3,212 | $5,456-41.1% | $4,880-34.2% | $6,712-52.2% |
| Admin fee / account holder | $10,446 | $7,885+32.5% | $6,735+55.1% | $11,409-8.4% |