Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,419 | $66,402-16.5% | $109,907-49.6% | $85,847-35.4% |
| Participation rate | 58.5% | 63.9%-5.4pp | 74.2%-15.7pp | 69.3%-10.8pp |
| Annual return | 9.34% | 19.59%-10.3pp | 29.46%-20.1pp | 318.61%-309.3pp |
| Employer contribution / active EE | $1,073 | $1,687-36.4% | $2,844-62.3% | $2,565-58.2% |
| Participant deferral / active EE | $3,445 | $2,842+21.2% | $4,047-14.9% | $3,952-12.8% |
| Admin fee / account holder | $3,346 | $4,557-26.6% | $6,069-44.9% | $6,261-46.6% |