Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $65,030 | $65,555-0.8% | $86,216-24.6% | $75,173-13.5% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.1pp |
| Annual return | 9.51% | 46.07%-36.6pp | 1169.42%-1159.9pp | 160.72%-151.2pp |
| Employer contribution / active EE | $1,237 | $1,553-20.3% | $2,382-48.0% | $2,671-53.7% |
| Participant deferral / active EE | $3,573 | $3,023+18.2% | $3,986-10.4% | $4,126-13.4% |
| Admin fee / account holder | $48,344 | $5,469+784.0% | $6,853+605.4% | $5,651+755.6% |