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 | $32,454 | $114,119-71.6% | $107,187-69.7% | $138,895-76.6% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 10.42% | 273.21%-262.8pp | 204.55%-194.1pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,554 | $4,059-61.7% | $3,782-58.9% | $4,194-62.9% |
| Participant deferral / active EE | $3,772 | $5,538-31.9% | $5,096-26.0% | $6,396-41.0% |
| Admin fee / account holder | $14,155 | $10,024+41.2% | $9,162+54.5% | $12,562+12.7% |