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 | $46,176 | $162,136-71.5% | $152,301-69.7% | $154,746-70.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 11.52% | 91.02%-79.5pp | 80.50%-69.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $5,664 | $4,890+15.8% | $4,624+22.5% | $4,379+29.4% |
| Participant deferral / active EE | $4,568 | $8,341-45.2% | $8,004-42.9% | $6,730-32.1% |
| Admin fee / account holder | $4,990 | $15,759-68.3% | $14,398-65.3% | $14,365-65.3% |