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 | $42,967 | $183,539-76.6% | $155,556-72.4% | $145,897-70.6% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 6.75% | 61.31%-54.6pp | 64.84%-58.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $1,687 | $5,315-68.3% | $4,675-63.9% | $4,663-63.8% |
| Participant deferral / active EE | $6,879 | $6,467+6.4% | $5,631+22.2% | $6,689+2.8% |
| Admin fee / account holder | $400 | $19,275-97.9% | $15,885-97.5% | $13,390-97.0% |