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 | $61,159 | $106,749-42.7% | $145,433-57.9% | $82,448-25.8% |
| Participation rate | 67.6% | 75.6%-8.0pp | 82.1%-14.5pp | 68.1%-0.4pp |
| Annual return | 7.46% | 27.59%-20.1pp | 66.58%-59.1pp | 41.64%-34.2pp |
| Employer contribution / active EE | $4,718 | $3,444+37.0% | $4,554+3.6% | $2,551+85.0% |
| Participant deferral / active EE | $10,595 | $6,519+62.5% | $7,897+34.2% | $4,139+156.0% |
| Admin fee / account holder | $13,341 | $8,390+59.0% | $13,129+1.6% | $7,234+84.4% |