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 | $34,387 | $72,071-52.3% | $68,368-49.7% | $137,256-74.9% |
| Participation rate | 63.2% | 76.2%-13.1pp | 73.8%-10.6pp | 80.0%-16.8pp |
| Annual return | 7.97% | 353.14%-345.2pp | 292.57%-284.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $2,400 | $2,788-13.9% | $2,649-9.4% | $4,156-42.2% |
| Participant deferral / active EE | $4,643 | $4,410+5.3% | $4,123+12.6% | $6,407-27.5% |
| Admin fee / account holder | $407 | $5,336-92.4% | $5,150-92.1% | $12,270-96.7% |