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 | $17,544 | $185,312-90.5% | $161,489-89.1% | $154,746-88.7% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 8.79% | 103.84%-95.1pp | 89.72%-80.9pp | 172.34%-163.5pp |
| Employer contribution / active EE | $1,914 | $4,769-59.9% | $4,268-55.2% | $4,379-56.3% |
| Participant deferral / active EE | $2,376 | $6,350-62.6% | $5,630-57.8% | $6,730-64.7% |
| Admin fee / account holder | $4,936 | $18,654-73.5% | $16,006-69.2% | $14,365-65.6% |