Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $60,870 | $154,228-60.5% | $145,433-58.1% | $137,256-55.7% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 11.12% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,303 | $4,804-31.2% | $4,554-27.5% | $4,156-20.5% |
| Participant deferral / active EE | $8,383 | $8,216+2.0% | $7,897+6.1% | $6,407+30.8% |
| Admin fee / account holder | $490 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |