Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $65,551 | $78,690-16.7% | $161,489-59.4% | $87,485-25.1% |
| Participation rate | 56.5% | 67.5%-10.9pp | 78.7%-22.2pp | 68.9%-12.4pp |
| Annual return | 12.14% | 32.74%-20.6pp | 89.72%-77.6pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,190 | $2,588-15.4% | $4,268-48.7% | $2,596-15.7% |
| Participant deferral / active EE | $3,208 | $3,311-3.1% | $5,630-43.0% | $4,274-24.9% |
| Admin fee / account holder | $1,206 | $6,724-82.1% | $16,006-92.5% | $7,775-84.5% |