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 | $63,376 | $102,595-38.2% | $94,057-32.6% | $154,746-59.0% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 8.16% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $426 | $3,147-86.5% | $2,933-85.5% | $4,379-90.3% |
| Participant deferral / active EE | $3,368 | $5,118-34.2% | $4,709-28.5% | $6,730-50.0% |
| Admin fee / account holder | $42,095 | $7,736+444.2% | $7,244+481.1% | $14,365+193.0% |