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 | $68,586 | $165,939-58.7% | $122,354-43.9% | $147,586-53.5% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 3.55% | 34.56%-31.0pp | 30.28%-26.7pp | 578.59%-575.0pp |
| Employer contribution / active EE | $2,357 | $5,754-59.0% | $4,051-41.8% | $4,876-51.7% |
| Participant deferral / active EE | $2,871 | $4,005-28.3% | $3,287-12.7% | $5,439-47.2% |
| Admin fee / account holder | $5,109 | $7,425-31.2% | $5,479-6.7% | $10,886-53.1% |