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 | $72,434 | $184,000-60.6% | $162,185-55.3% | $152,909-52.6% |
| Participation rate | 69.6% | 88.5%-18.9pp | 87.6%-18.0pp | 82.5%-12.9pp |
| Annual return | 10.10% | 150.80%-140.7pp | 115.61%-105.5pp | 345.46%-335.4pp |
| Employer contribution / active EE | $1,559 | $6,370-75.5% | $5,613-72.2% | $4,764-67.3% |
| Participant deferral / active EE | $3,237 | $8,033-59.7% | $7,297-55.6% | $5,851-44.7% |
| Admin fee / account holder | $16,409 | $13,124+25.0% | $10,844+51.3% | $11,601+41.4% |