Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $96,476 | $183,592-47.5% | $155,574-38.0% | $145,877-33.9% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 6.19% | 61.37%-55.2pp | 64.87%-58.7pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,777 | $5,317-66.6% | $4,676-62.0% | $4,663-61.9% |
| Participant deferral / active EE | $6,015 | $6,466-7.0% | $5,629+6.8% | $6,691-10.1% |
| Admin fee / account holder | $950 | $19,316-95.1% | $15,914-94.0% | $13,402-92.9% |