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 | $21,245 | $174,379-87.8% | $152,093-86.0% | $138,895-84.7% |
| Participation rate | 60.9% | 81.6%-20.8pp | 77.8%-16.9pp | 79.9%-19.0pp |
| Annual return | 6.94% | 74.86%-67.9pp | 66.36%-59.4pp | 145.39%-138.5pp |
| Employer contribution / active EE | $1,773 | $4,652-61.9% | $4,175-57.5% | $4,194-57.7% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $12,494 | $16,880-26.0% | $14,497-13.8% | $12,562-0.5% |