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 | $45,165 | $172,111-73.8% | $150,298-69.9% | $137,256-67.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 10.86% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,489 | $4,636-24.7% | $4,154-16.0% | $4,156-16.0% |
| Participant deferral / active EE | $6,066 | $6,166-1.6% | $5,453+11.3% | $6,407-5.3% |
| Admin fee / account holder | $22,380 | $16,471+35.9% | $14,116+58.5% | $12,270+82.4% |