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 | $65,494 | $162,136-59.6% | $152,301-57.0% | $154,746-57.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 9.39% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $3,973 | $4,890-18.8% | $4,624-14.1% | $4,379-9.3% |
| Participant deferral / active EE | $24,379 | $8,341+192.3% | $8,004+204.6% | $6,730+262.2% |
| Admin fee / account holder | $26,924 | $15,759+70.8% | $14,398+87.0% | $14,365+87.4% |