Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $47,376 | $183,516-74.2% | $155,534-69.5% | $145,884-67.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 4.01% | 61.43%-57.4pp | 64.92%-60.9pp | 551.85%-547.8pp |
| Employer contribution / active EE | $1,279 | $5,315-75.9% | $4,675-72.6% | $4,662-72.6% |
| Participant deferral / active EE | $7,241 | $6,467+12.0% | $5,630+28.6% | $6,690+8.2% |
| Admin fee / account holder | $869 | $19,293-95.5% | $15,900-94.5% | $13,392-93.5% |