Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $78,295 | $55,902+40.1% | $76,030+3.0% | $80,959-3.3% |
| Participation rate | 45.0% | 62.1%-17.1pp | 69.1%-24.1pp | 67.7%-22.7pp |
| Annual return | 7.93% | 20.59%-12.7pp | 361.54%-353.6pp | 35.67%-27.7pp |
| Employer contribution / active EE | $995 | $1,867-46.7% | $2,688-63.0% | $2,757-63.9% |
| Participant deferral / active EE | $2,983 | $3,051-2.2% | $4,257-29.9% | $4,300-30.6% |
| Admin fee / account holder | $3,276 | $5,239-37.5% | $6,421-49.0% | $6,925-52.7% |