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 | $63,348 | $105,158-39.8% | $94,672-33.1% | $139,487-54.6% |
| Participation rate | 56.3% | 82.4%-26.1pp | 80.8%-24.6pp | 80.3%-24.1pp |
| Annual return | 3.10% | 38.11%-35.0pp | 156.89%-153.8pp | 373.84%-370.7pp |
| Employer contribution / active EE | $1,844 | $4,107-55.1% | $3,673-49.8% | $4,755-61.2% |
| Participant deferral / active EE | $4,204 | $7,599-44.7% | $7,417-43.3% | $6,713-37.4% |
| Admin fee / account holder | $7,241 | $8,972-19.3% | $7,222+0.3% | $11,407-36.5% |