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 | $90,724 | $172,111-47.3% | $150,298-39.6% | $137,256-33.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 10.64% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $6,380 | $4,636+37.6% | $4,154+53.6% | $4,156+53.5% |
| Participant deferral / active EE | $3,617 | $6,166-41.3% | $5,453-33.7% | $6,407-43.6% |
| Admin fee / account holder | $292,703 | $16,471+1677.1% | $14,116+1973.6% | $12,270+2285.5% |