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 | $89,362 | $211,288-57.7% | $178,540-49.9% | $145,884-38.7% |
| Participation rate | 45.5% | 80.8%-35.4pp | 77.1%-31.7pp | 80.3%-34.8pp |
| Annual return | 5.10% | 30.27%-25.2pp | 27.15%-22.1pp | 551.85%-546.8pp |
| Employer contribution / active EE | $1,661 | $4,574-63.7% | $3,953-58.0% | $4,662-64.4% |
| Participant deferral / active EE | $2,314 | $6,967-66.8% | $6,281-63.1% | $6,690-65.4% |
| Admin fee / account holder | $25,343 | $12,105+109.4% | $10,424+143.1% | $13,392+89.2% |