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 | $106,896 | $166,268-35.7% | $165,100-35.3% | $145,897-26.7% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 6.06% | 100.52%-94.5pp | 70.21%-64.2pp | 552.29%-546.2pp |
| Employer contribution / active EE | $2,072 | $5,284-60.8% | $4,348-52.3% | $4,663-55.6% |
| Participant deferral / active EE | $5,984 | $6,964-14.1% | $6,035-0.8% | $6,689-10.5% |
| Admin fee / account holder | $1,464 | $16,659-91.2% | $12,696-88.5% | $13,390-89.1% |