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 | $48,320 | $111,535-56.7% | $105,223-54.1% | $137,256-64.8% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 8.99% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,571 | $3,939-60.1% | $3,689-57.4% | $4,156-62.2% |
| Participant deferral / active EE | $4,151 | $5,500-24.5% | $5,072-18.1% | $6,407-35.2% |
| Admin fee / account holder | $15,452 | $9,721+58.9% | $8,859+74.4% | $12,270+25.9% |