Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $52,360 | $58,275-10.1% | $81,844-36.0% | $80,935-35.3% |
| Participation rate | 66.7% | 63.5%+3.2pp | 72.4%-5.7pp | 67.7%-1.0pp |
| Annual return | 9.55% | 41.82%-32.3pp | 778.87%-769.3pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,642 | $2,346-30.0% | $2,916-43.7% | $2,757-40.4% |
| Participant deferral / active EE | $4,147 | $3,285+26.2% | $4,323-4.1% | $4,299-3.5% |
| Admin fee / account holder | $5,369 | $4,749+13.1% | $7,355-27.0% | $6,924-22.5% |