Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $46,120 | $124,425-62.9% | $112,040-58.8% | $137,256-66.4% |
| Participation rate | 55.6% | 79.3%-23.8pp | 76.5%-20.9pp | 80.0%-24.4pp |
| Annual return | 10.06% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $2,921 | $3,411-14.4% | $2,954-1.1% | $4,156-29.7% |
| Participant deferral / active EE | $7,727 | $5,718+35.1% | $5,098+51.6% | $6,407+20.6% |
| Admin fee / account holder | $34,056 | $15,207+124.0% | $12,098+181.5% | $12,270+177.6% |