Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,843 | $183,516-63.0% | $155,534-56.4% | $145,884-53.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.66% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,704 | $5,315-67.9% | $4,675-63.5% | $4,662-63.5% |
| Participant deferral / active EE | $8,536 | $6,467+32.0% | $5,630+51.6% | $6,690+27.6% |
| Admin fee / account holder | $33,344 | $19,293+72.8% | $15,900+109.7% | $13,392+149.0% |