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 | $96,798 | $108,882-11.1% | $96,7540% | $154,746-37.4% |
| Participation rate | 53.3% | 75.1%-21.7pp | 70.3%-16.9pp | 80.7%-27.4pp |
| Annual return | 8.29% | 98.39%-90.1pp | 82.04%-73.8pp | 172.34%-164.1pp |
| Employer contribution / active EE | $1,040 | $3,018-65.5% | $2,679-61.2% | $4,379-76.3% |
| Participant deferral / active EE | $1,555 | $5,323-70.8% | $4,758-67.3% | $6,730-76.9% |
| Admin fee / account holder | $384 | $10,200-96.2% | $8,905-95.7% | $14,365-97.3% |