Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $60,098 | $110,410-45.6% | $102,437-41.3% | $145,897-58.8% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.2pp |
| Annual return | 7.47% | 24.85%-17.4pp | 24.95%-17.5pp | 552.29%-544.8pp |
| Employer contribution / active EE | $2,980 | $4,217-29.3% | $3,871-23.0% | $4,663-36.1% |
| Participant deferral / active EE | $6,859 | $5,622+22.0% | $5,060+35.6% | $6,689+2.5% |
| Admin fee / account holder | $88,646 | $9,745+809.7% | $8,388+956.8% | $13,390+562.0% |