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 | $103,060 | $165,381-37.7% | $149,730-31.2% | $158,966-35.2% |
| Participation rate | 64.3% | 84.6%-20.3pp | 82.5%-18.2pp | 82.0%-17.7pp |
| Annual return | 6.30% | 348.29%-342.0pp | 276.70%-270.4pp | 302.95%-296.6pp |
| Employer contribution / active EE | $2,960 | $5,104-42.0% | $4,645-36.3% | $4,762-37.8% |
| Participant deferral / active EE | $4,925 | $7,182-31.4% | $6,843-28.0% | $5,983-17.7% |
| Admin fee / account holder | $31,079 | $10,809+187.5% | $9,310+233.8% | $11,250+176.3% |