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 | $48,634 | $93,617-48.1% | $135,982-64.2% | $75,177-35.3% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.3pp | 67.2%-2.6pp |
| Annual return | 14.91% | 30.89%-16.0pp | 68.32%-53.4pp | 160.75%-145.8pp |
| Employer contribution / active EE | $2,427 | $3,538-31.4% | $4,859-50.1% | $2,671-9.1% |
| Participant deferral / active EE | $3,623 | $6,406-43.4% | $7,760-53.3% | $4,126-12.2% |
| Admin fee / account holder | $19,231 | $6,980+175.5% | $10,767+78.6% | $5,651+240.3% |