Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,750 | $110,410-3.3% | $102,437+4.2% | $145,897-26.8% |
| Participation rate | 15.8% | 77.9%-62.1pp | 74.5%-58.7pp | 80.3%-64.5pp |
| Annual return | 5.13% | 24.85%-19.7pp | 24.95%-19.8pp | 552.29%-547.2pp |
| Employer contribution / active EE | $963 | $4,217-77.2% | $3,871-75.1% | $4,663-79.3% |
| Participant deferral / active EE | $3,995 | $5,622-28.9% | $5,060-21.1% | $6,689-40.3% |
| Admin fee / account holder | $1,426 | $9,745-85.4% | $8,388-83.0% | $13,390-89.4% |