Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $125,529 | $201,370-37.7% | $184,256-31.9% | $145,897-14.0% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 6.28% | 29.05%-22.8pp | 28.85%-22.6pp | 552.29%-546.0pp |
| Employer contribution / active EE | $1,895 | $7,024-73.0% | $6,427-70.5% | $4,663-59.4% |
| Participant deferral / active EE | $3,308 | $9,808-66.3% | $9,133-63.8% | $6,689-50.6% |
| Admin fee / account holder | $1,077 | $16,364-93.4% | $13,899-92.3% | $13,390-92.0% |