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 | $56,682 | $91,559-38.1% | $133,971-57.7% | $79,852-29.0% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-3.0pp |
| Annual return | 5.74% | 61.85%-56.1pp | 45.09%-39.4pp | 31.72%-26.0pp |
| Employer contribution / active EE | $1,691 | $2,384-29.1% | $3,919-56.9% | $2,471-31.6% |
| Participant deferral / active EE | $3,148 | $3,734-15.7% | $5,047-37.6% | $3,740-15.8% |
| Admin fee / account holder | $2,438 | $6,321-61.4% | $8,929-72.7% | $5,306-54.1% |