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 | $65,471 | $76,368-14.3% | $67,681-3.3% | $154,746-57.7% |
| Participation rate | 60.0% | 79.0%-19.0pp | 73.7%-13.7pp | 80.7%-20.7pp |
| Annual return | 5.50% | 1066.77%-1061.3pp | 590.58%-585.1pp | 172.34%-166.8pp |
| Employer contribution / active EE | $2,919 | $3,151-7.4% | $2,678+9.0% | $4,379-33.3% |
| Participant deferral / active EE | $3,846 | $4,824-20.3% | $3,976-3.3% | $6,730-42.9% |
| Admin fee / account holder | $5,855 | $8,559-31.6% | $6,100-4.0% | $14,365-59.2% |