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 | $63,955 | $154,228-58.5% | $145,433-56.0% | $137,256-53.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 8.53% | 74.59%-66.1pp | 66.58%-58.1pp | 220.34%-211.8pp |
| Employer contribution / active EE | $1,254 | $4,804-73.9% | $4,554-72.5% | $4,156-69.8% |
| Participant deferral / active EE | $7,548 | $8,216-8.1% | $7,897-4.4% | $6,407+17.8% |
| Admin fee / account holder | $12,325 | $14,344-14.1% | $13,129-6.1% | $12,270+0.4% |