Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $90,148 | $83,369+8.1% | $105,223-14.3% | $67,986+32.6% |
| Participation rate | 44.7% | 56.3%-11.6pp | 75.0%-30.4pp | 57.2%-12.5pp |
| Annual return | 11.93% | 24.64%-12.7pp | 180.65%-168.7pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,659 | $2,541-34.7% | $3,689-55.0% | $2,019-17.8% |
| Participant deferral / active EE | $3,240 | $3,295-1.7% | $5,072-36.1% | $3,358-3.5% |
| Admin fee / account holder | $5,974 | $4,073+46.7% | $8,859-32.6% | $3,203+86.5% |