Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,079 | $157,296-77.1% | $141,191-74.4% | $152,897-76.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 3.72% | 64.34%-60.6pp | 71.41%-67.7pp | 345.43%-341.7pp |
| Employer contribution / active EE | $1,137 | $5,262-78.4% | $4,736-76.0% | $4,764-76.1% |
| Participant deferral / active EE | $2,675 | $7,111-62.4% | $6,710-60.1% | $5,851-54.3% |
| Admin fee / account holder | $12,807 | $12,125+5.6% | $10,264+24.8% | $11,599+10.4% |