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 | $33,811 | $85,060-60.3% | $70,565-52.1% | $139,487-75.8% |
| Participation rate | 45.5% | 73.9%-28.5pp | 68.4%-22.9pp | 80.3%-34.9pp |
| Annual return | 9.27% | 30.39%-21.1pp | 32.79%-23.5pp | 373.84%-364.6pp |
| Employer contribution / active EE | $1,439 | $3,912-63.2% | $2,976-51.6% | $4,755-69.7% |
| Participant deferral / active EE | $2,296 | $5,891-61.0% | $4,568-49.7% | $6,713-65.8% |
| Admin fee / account holder | $573 | $8,932-93.6% | $6,430-91.1% | $11,407-95.0% |