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 | $98,811 | $176,105-43.9% | $159,474-38.0% | $167,536-41.0% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 8.90% | 331.91%-323.0pp | 263.68%-254.8pp | 478.82%-469.9pp |
| Employer contribution / active EE | $1,577 | $5,299-70.2% | $4,831-67.4% | $4,839-67.4% |
| Participant deferral / active EE | $4,511 | $7,751-41.8% | $7,353-38.6% | $6,342-28.9% |
| Admin fee / account holder | $7,391 | $12,559-41.2% | $10,802-31.6% | $12,315-40.0% |