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 | $54,856 | $106,267-48.4% | $96,520-43.2% | $139,456-60.7% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 5.97% | 38.45%-32.5pp | 35.72%-29.7pp | 373.45%-367.5pp |
| Employer contribution / active EE | $1,311 | $4,105-68.1% | $3,739-64.9% | $4,753-72.4% |
| Participant deferral / active EE | $2,915 | $5,454-46.6% | $4,879-40.3% | $6,711-56.6% |
| Admin fee / account holder | $1,671 | $7,882-78.8% | $6,733-75.2% | $11,407-85.3% |