Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $69,446 | $154,228-55.0% | $145,433-52.2% | $137,256-49.4% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 9.83% | 74.59%-64.8pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $943 | $4,804-80.4% | $4,554-79.3% | $4,156-77.3% |
| Participant deferral / active EE | $3,119 | $8,216-62.0% | $7,897-60.5% | $6,407-51.3% |
| Admin fee / account holder | $54,861 | $14,344+282.5% | $13,129+317.9% | $12,270+347.1% |