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 | $89,687 | $72,071+24.4% | $68,368+31.2% | $137,256-34.7% |
| Participation rate | 64.3% | 76.2%-12.0pp | 73.8%-9.5pp | 80.0%-15.7pp |
| Annual return | 5.40% | 353.14%-347.7pp | 292.57%-287.2pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,574 | $2,788-43.6% | $2,649-40.6% | $4,156-62.1% |
| Participant deferral / active EE | $3,535 | $4,410-19.9% | $4,123-14.3% | $6,407-44.8% |
| Admin fee / account holder | $5,289 | $5,336-0.9% | $5,150+2.7% | $12,270-56.9% |