Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $110,385 | $165,361-33.2% | $149,715-26.3% | $158,950-30.6% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 3.94% | 348.24%-344.3pp | 276.66%-272.7pp | 302.91%-299.0pp |
| Employer contribution / active EE | $4,423 | $5,103-13.3% | $4,645-4.8% | $4,762-7.1% |
| Participant deferral / active EE | $6,217 | $7,182-13.4% | $6,842-9.1% | $5,983+3.9% |
| Admin fee / account holder | $58,991 | $10,808+445.8% | $9,310+533.7% | $11,248+424.4% |