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 | $116,071 | $183,592-36.8% | $155,574-25.4% | $145,877-20.4% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 8.25% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,153 | $5,317-78.3% | $4,676-75.3% | $4,663-75.3% |
| Participant deferral / active EE | $10,525 | $6,466+62.8% | $5,629+87.0% | $6,691+57.3% |
| Admin fee / account holder | $2,161 | $19,316-88.8% | $15,914-86.4% | $13,402-83.9% |