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 | $124,046 | $109,411+13.4% | $89,435+38.7% | $158,982-22.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.0%-18.0pp | 82.0%-32.0pp |
| Annual return | 0.61% | 345.68%-345.1pp | 245.55%-244.9pp | 302.99%-302.4pp |
| Employer contribution / active EE | $1,554 | $3,173-51.0% | $2,587-39.9% | $4,763-67.4% |
| Participant deferral / active EE | $4,016 | $4,600-12.7% | $3,890+3.2% | $5,983-32.9% |
| Admin fee / account holder | $1,542 | $6,159-75.0% | $4,884-68.4% | $11,252-86.3% |