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 | $126,899 | $211,239-39.9% | $178,528-28.9% | $145,877-13.0% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 5.03% | 30.22%-25.2pp | 27.11%-22.1pp | 551.28%-546.3pp |
| Employer contribution / active EE | $1,467 | $4,570-67.9% | $3,950-62.9% | $4,663-68.5% |
| Participant deferral / active EE | $1,467 | $6,963-78.9% | $6,278-76.6% | $6,691-78.1% |
| Admin fee / account holder | $3,975 | $12,095-67.1% | $10,419-61.8% | $13,402-70.3% |