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 | $71,533 | $108,825-34.3% | $156,181-54.2% | $82,448-13.2% |
| Participation rate | 65.9% | 72.4%-6.5pp | 78.8%-12.9pp | 68.1%-2.2pp |
| Annual return | 9.52% | 20.59%-11.1pp | 64.87%-55.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,456 | $4,577+19.2% | $6,132-11.0% | $4,139+31.8% |
| Admin fee / account holder | $36,192 | $9,341+287.5% | $14,586+148.1% | $7,234+400.3% |