Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $56,036 | $53,583+4.6% | $114,563-51.1% | $64,340-12.9% |
| Participation rate | 62.5% | 47.4%+15.1pp | 72.9%-10.4pp | 55.2%+7.3pp |
| Annual return | 13.57% | 24.51%-10.9pp | 241.09%-227.5pp | 24.14%-10.6pp |
| Employer contribution / active EE | $1,581 | $1,087+45.4% | $2,592-39.0% | $1,862-15.1% |
| Participant deferral / active EE | $3,087 | $2,134+44.7% | $4,142-25.5% | $2,980+3.6% |
| Admin fee / account holder | $6,689 | $3,206+108.7% | $7,623-12.2% | $3,703+80.7% |