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 | $29,357 | $77,908-62.3% | $149,696-80.4% | $75,173-60.9% |
| Participation rate | 44.0% | 65.6%-21.6pp | 78.8%-34.8pp | 67.2%-23.2pp |
| Annual return | 10.98% | 31.73%-20.7pp | 134.46%-123.5pp | 160.72%-149.7pp |
| Employer contribution / active EE | $838 | $3,138-73.3% | $4,821-82.6% | $2,671-68.6% |
| Participant deferral / active EE | $1,332 | $3,411-61.0% | $5,682-76.6% | $4,126-67.7% |
| Admin fee / account holder | $2,135 | $5,950-64.1% | $13,212-83.8% | $5,651-62.2% |