Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,404 | $154,228-77.7% | $145,433-76.3% | $137,256-74.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 9.72% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,569 | $4,804-67.3% | $4,554-65.6% | $4,156-62.2% |
| Participant deferral / active EE | $2,655 | $8,216-67.7% | $7,897-66.4% | $6,407-58.6% |
| Admin fee / account holder | $11,126 | $14,344-22.4% | $13,129-15.3% | $12,270-9.3% |