Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $46,101 | $93,598-50.7% | $135,974-66.1% | $75,173-38.7% |
| Participation rate | 65.5% | 75.2%-9.7pp | 81.9%-16.4pp | 67.2%-1.7pp |
| Annual return | 14.55% | 30.89%-16.3pp | 68.30%-53.8pp | 160.72%-146.2pp |
| Employer contribution / active EE | $2,619 | $3,538-26.0% | $4,859-46.1% | $2,671-1.9% |
| Participant deferral / active EE | $4,083 | $6,405-36.3% | $7,760-47.4% | $4,126-1.1% |
| Admin fee / account holder | $636 | $6,978-90.9% | $10,767-94.1% | $5,651-88.7% |