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 | $103,428 | $110,410-6.3% | $102,437+1.0% | $145,897-29.1% |
| Participation rate | 38.5% | 77.9%-39.5pp | 74.5%-36.0pp | 80.3%-41.8pp |
| Annual return | 7.71% | 24.85%-17.1pp | 24.95%-17.2pp | 552.29%-544.6pp |
| Employer contribution / active EE | $1,552 | $4,217-63.2% | $3,871-59.9% | $4,663-66.7% |
| Participant deferral / active EE | $4,924 | $5,622-12.4% | $5,060-2.7% | $6,689-26.4% |
| Admin fee / account holder | $3,230 | $9,745-66.9% | $8,388-61.5% | $13,390-75.9% |