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 | $27,764 | $183,539-84.9% | $155,556-82.2% | $145,897-81.0% |
| Participation rate | 69.2% | 82.7%-13.5pp | 78.2%-9.0pp | 80.3%-11.1pp |
| Annual return | 7.72% | 61.31%-53.6pp | 64.84%-57.1pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,127 | $5,315-60.0% | $4,675-54.5% | $4,663-54.4% |
| Participant deferral / active EE | $6,573 | $6,467+1.6% | $5,631+16.7% | $6,689-1.7% |
| Admin fee / account holder | $370 | $19,275-98.1% | $15,885-97.7% | $13,390-97.2% |