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 | $131,010 | $174,379-24.9% | $152,093-13.9% | $138,895-5.7% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 3.91% | 74.86%-71.0pp | 66.36%-62.5pp | 145.39%-141.5pp |
| Employer contribution / active EE | $1,939 | $4,652-58.3% | $4,175-53.6% | $4,194-53.8% |
| Participant deferral / active EE | $4,500 | $6,159-26.9% | $5,451-17.5% | $6,396-29.6% |
| Admin fee / account holder | $75,666 | $16,880+348.3% | $14,497+422.0% | $12,562+502.3% |