Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $83,588 | $185,312-54.9% | $161,489-48.2% | $154,746-46.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 8.98% | 103.84%-94.9pp | 89.72%-80.7pp | 172.34%-163.4pp |
| Employer contribution / active EE | $1,423 | $4,769-70.2% | $4,268-66.7% | $4,379-67.5% |
| Participant deferral / active EE | $2,440 | $6,350-61.6% | $5,630-56.7% | $6,730-63.8% |
| Admin fee / account holder | $72,560 | $18,654+289.0% | $16,006+353.3% | $14,365+405.1% |