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 | $54,881 | $185,905-70.5% | $170,057-67.7% | $139,487-60.7% |
| Participation rate | 40.0% | 87.8%-47.8pp | 87.0%-47.0pp | 80.3%-40.3pp |
| Annual return | 8.70% | 60.56%-51.9pp | 53.42%-44.7pp | 373.84%-365.1pp |
| Employer contribution / active EE | $2,496 | $7,597-67.1% | $6,790-63.2% | $4,755-47.5% |
| Participant deferral / active EE | $5,276 | $11,627-54.6% | $10,411-49.3% | $6,713-21.4% |
| Admin fee / account holder | $2,142 | $15,397-86.1% | $12,826-83.3% | $11,407-81.2% |