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 | $65,030 | $88,710-26.7% | $81,783-20.5% | $145,959-55.4% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.4%-30.2pp | 80.3%-38.2pp |
| Annual return | 6.91% | 1027.26%-1020.3pp | 775.05%-768.1pp | 561.95%-555.0pp |
| Employer contribution / active EE | $857 | $3,083-72.2% | $2,913-70.6% | $4,661-81.6% |
| Participant deferral / active EE | $1,321 | $4,645-71.6% | $4,320-69.4% | $6,689-80.3% |
| Admin fee / account holder | $136,062 | $8,407+1518.4% | $7,380+1743.7% | $13,398+915.6% |