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 | $64,580 | $172,111-62.5% | $150,298-57.0% | $137,256-52.9% |
| Participation rate | 59.1% | 81.7%-22.6pp | 77.8%-18.7pp | 80.0%-20.9pp |
| Annual return | 6.94% | 69.37%-62.4pp | 62.79%-55.8pp | 220.34%-213.4pp |
| Employer contribution / active EE | $1,867 | $4,636-59.7% | $4,154-55.1% | $4,156-55.1% |
| Participant deferral / active EE | $2,370 | $6,166-61.6% | $5,453-56.5% | $6,407-63.0% |
| Admin fee / account holder | $11,886 | $16,471-27.8% | $14,116-15.8% | $12,270-3.1% |