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 | $62,243 | $98,240-36.6% | $82,312-24.4% | $147,586-57.8% |
| Participation rate | 58.3% | 79.7%-21.4pp | 76.9%-18.6pp | 82.8%-24.5pp |
| Annual return | 8.21% | 30.85%-22.6pp | 25.88%-17.7pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,935 | $3,192-39.4% | $2,428-20.3% | $4,876-60.3% |
| Participant deferral / active EE | $2,740 | $4,383-37.5% | $3,706-26.1% | $5,439-49.6% |
| Admin fee / account holder | $3,260 | $8,563-61.9% | $5,608-41.9% | $10,886-70.1% |