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 | $58,493 | $51,638+13.3% | $68,368-14.4% | $82,448-29.1% |
| Participation rate | 66.7% | 63.6%+3.1pp | 73.8%-7.1pp | 68.1%-1.4pp |
| Annual return | 3.91% | 37.53%-33.6pp | 292.57%-288.7pp | 41.64%-37.7pp |
| Employer contribution / active EE | $2,575 | $2,047+25.8% | $2,649-2.8% | $2,551+1.0% |
| Participant deferral / active EE | $5,689 | $2,914+95.3% | $4,123+38.0% | $4,139+37.4% |
| Admin fee / account holder | $2,888 | $4,643-37.8% | $5,150-43.9% | $7,234-60.1% |