Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $61,084 | $172,111-64.5% | $150,298-59.4% | $137,256-55.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 1.20% | 69.37%-68.2pp | 62.79%-61.6pp | 220.34%-219.1pp |
| Employer contribution / active EE | $11,213 | $4,636+141.9% | $4,154+169.9% | $4,156+169.8% |
| Participant deferral / active EE | $5,818 | $6,166-5.6% | $5,453+6.7% | $6,407-9.2% |
| Admin fee / account holder | $1,084 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |