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 | $80,854 | $106,247-23.9% | $96,515-16.2% | $139,466-42.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 9.31% | 38.47%-29.2pp | 35.73%-26.4pp | 373.66%-364.4pp |
| Employer contribution / active EE | $2,901 | $4,106-29.4% | $3,740-22.4% | $4,754-39.0% |
| Participant deferral / active EE | $7,251 | $5,456+32.9% | $4,880+48.6% | $6,712+8.0% |
| Admin fee / account holder | $27,817 | $7,885+252.8% | $6,735+313.0% | $11,409+143.8% |