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 | $63,049 | $210,343-70.0% | $153,432-58.9% | $145,959-56.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 7.72% | 13.38%-5.7pp | 15.66%-7.9pp | 561.95%-554.2pp |
| Employer contribution / active EE | $5,800 | $6,047-4.1% | $5,038+15.1% | $4,661+24.4% |
| Participant deferral / active EE | $11,460 | $7,977+43.7% | $6,757+69.6% | $6,689+71.3% |
| Admin fee / account holder | $38,114 | $19,424+96.2% | $12,725+199.5% | $13,398+184.5% |