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 | $91,288 | $202,345-54.9% | $172,755-47.2% | $152,885-40.3% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 4.16% | 1029.77%-1025.6pp | 802.94%-798.8pp | 345.39%-341.2pp |
| Employer contribution / active EE | $1,685 | $5,858-71.2% | $5,144-67.2% | $4,763-64.6% |
| Participant deferral / active EE | $3,386 | $5,948-43.1% | $5,198-34.9% | $5,851-42.1% |
| Admin fee / account holder | $605 | $17,111-96.5% | $13,955-95.7% | $11,598-94.8% |