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 | $57,952 | $183,592-68.4% | $155,567-62.7% | $145,959-60.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 2.04% | 61.24%-59.2pp | 64.74%-62.7pp | 561.95%-559.9pp |
| Employer contribution / active EE | $1,703 | $5,315-68.0% | $4,674-63.6% | $4,661-63.5% |
| Participant deferral / active EE | $11,020 | $6,464+70.5% | $5,628+95.8% | $6,689+64.8% |
| Admin fee / account holder | $905 | $19,318-95.3% | $15,916-94.3% | $13,398-93.2% |