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 | $82,015 | $81,208+1.0% | $98,920-17.1% | $79,856+2.7% |
| Participation rate | 68.9% | 72.5%-3.6pp | 76.0%-7.1pp | 69.6%-0.8pp |
| Annual return | 1.04% | 60.99%-60.0pp | 196.47%-195.4pp | 31.71%-30.7pp |
| Employer contribution / active EE | $1,284 | $1,960-34.5% | $2,689-52.2% | $2,471-48.0% |
| Participant deferral / active EE | $2,308 | $3,265-29.3% | $4,245-45.6% | $3,741-38.3% |
| Admin fee / account holder | $3,275 | $6,013-45.5% | $6,643-50.7% | $5,306-38.3% |