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 | $76,719 | $212,386-63.9% | $199,883-61.6% | $138,895-44.8% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 10.33% | 47.75%-37.4pp | 43.81%-33.5pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,424 | $6,625-63.4% | $6,261-61.3% | $4,194-42.2% |
| Participant deferral / active EE | $5,627 | $9,617-41.5% | $9,138-38.4% | $6,396-12.0% |
| Admin fee / account holder | $24,644 | $18,233+35.2% | $17,268+42.7% | $12,562+96.2% |