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 | $43,262 | $73,978-41.5% | $96,515-55.2% | $75,173-42.4% |
| Participation rate | 69.2% | 66.4%+2.8pp | 74.3%-5.1pp | 67.2%+2.0pp |
| Annual return | 9.56% | 26.72%-17.2pp | 35.73%-26.2pp | 160.72%-151.2pp |
| Employer contribution / active EE | $1,841 | $2,931-37.2% | $3,740-50.8% | $2,671-31.1% |
| Participant deferral / active EE | $3,655 | $3,660-0.1% | $4,880-25.1% | $4,126-11.4% |
| Admin fee / account holder | $12,761 | $5,219+144.5% | $6,735+89.5% | $5,651+125.8% |