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 | $43,549 | $102,385-57.5% | $147,080-70.4% | $80,935-46.2% |
| Participation rate | 63.4% | 75.9%-12.5pp | 82.2%-18.8pp | 67.7%-4.2pp |
| Annual return | 9.56% | 135.09%-125.5pp | 420.17%-410.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,962 | $3,717-47.2% | $4,933-60.2% | $2,757-28.8% |
| Participant deferral / active EE | $6,426 | $6,651-3.4% | $8,066-20.3% | $4,299+49.5% |
| Admin fee / account holder | $8,385 | $7,951+5.5% | $12,989-35.4% | $6,924+21.1% |