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 | $52,764 | $78,670-32.9% | $109,173-51.7% | $85,847-38.5% |
| Participation rate | 57.4% | 68.3%-10.8pp | 75.9%-18.4pp | 69.3%-11.9pp |
| Annual return | 10.11% | 25.09%-15.0pp | 25.75%-15.6pp | 318.61%-308.5pp |
| Employer contribution / active EE | $1,944 | $2,734-28.9% | $3,723-47.8% | $2,565-24.2% |
| Participant deferral / active EE | $4,097 | $3,467+18.2% | $4,654-12.0% | $3,952+3.7% |
| Admin fee / account holder | $905 | $5,469-83.4% | $6,755-86.6% | $6,261-85.5% |