Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $39,892 | $99,011-59.7% | $86,582-53.9% | $147,586-73.0% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 4.04% | 1312.75%-1308.7pp | 965.08%-961.0pp | 578.59%-574.6pp |
| Employer contribution / active EE | $3,431 | $3,132+9.5% | $2,839+20.8% | $4,876-29.6% |
| Participant deferral / active EE | $6,024 | $3,972+51.7% | $3,609+66.9% | $5,439+10.8% |
| Admin fee / account holder | $3,897 | $5,709-31.7% | $4,904-20.5% | $10,886-64.2% |