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 | $74,422 | $70,366+5.8% | $66,674+11.6% | $138,895-46.4% |
| Participation rate | 46.2% | 76.2%-30.0pp | 73.7%-27.5pp | 79.9%-33.8pp |
| Annual return | 13.20% | 386.41%-373.2pp | 321.24%-308.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,248 | $2,765-54.9% | $2,620-52.4% | $4,194-70.3% |
| Participant deferral / active EE | $3,042 | $4,374-30.4% | $4,084-25.5% | $6,396-52.4% |
| Admin fee / account holder | $7,208 | $5,262+37.0% | $5,098+41.4% | $12,562-42.6% |