Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $35,190 | $111,814-68.5% | $103,378-66.0% | $145,978-75.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.62% | 24.80%-16.2pp | 24.91%-16.3pp | 550.52%-541.9pp |
| Employer contribution / active EE | $2,753 | $4,215-34.7% | $3,870-28.9% | $4,662-40.9% |
| Participant deferral / active EE | $7,529 | $5,618+34.0% | $5,058+48.9% | $6,690+12.6% |
| Admin fee / account holder | $12,933 | $9,764+32.5% | $8,401+53.9% | $13,400-3.5% |