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 | $209,336-63.4% | $197,124-61.1% | $137,256-44.1% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 10.33% | 48.09%-37.8pp | 44.34%-34.0pp | 220.34%-210.0pp |
| Employer contribution / active EE | $2,424 | $6,591-63.2% | $6,227-61.1% | $4,156-41.7% |
| Participant deferral / active EE | $5,627 | $9,614-41.5% | $9,135-38.4% | $6,407-12.2% |
| Admin fee / account holder | $24,644 | $17,308+42.4% | $16,298+51.2% | $12,270+100.8% |