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 | $91,935 | $165,399-44.4% | $149,745-38.6% | $158,982-42.2% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 5.43% | 348.34%-342.9pp | 276.72%-271.3pp | 302.99%-297.6pp |
| Employer contribution / active EE | $1,660 | $5,105-67.5% | $4,646-64.3% | $4,763-65.2% |
| Participant deferral / active EE | $4,330 | $7,183-39.7% | $6,843-36.7% | $5,983-27.6% |
| Admin fee / account holder | $32,084 | $10,811+196.8% | $9,312+244.6% | $11,252+185.2% |