Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $94,225 | $183,539-48.7% | $155,556-39.4% | $145,897-35.4% |
| Participation rate | 40.0% | 82.7%-42.7pp | 78.2%-38.2pp | 80.3%-40.3pp |
| Annual return | 6.16% | 61.31%-55.1pp | 64.84%-58.7pp | 552.29%-546.1pp |
| Employer contribution / active EE | $5,098 | $5,315-4.1% | $4,675+9.0% | $4,663+9.3% |
| Participant deferral / active EE | $3,253 | $6,467-49.7% | $5,631-42.2% | $6,689-51.4% |
| Admin fee / account holder | $41,415 | $19,275+114.9% | $15,885+160.7% | $13,390+209.3% |