Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,973 | $54,757-30.7% | $90,304-57.9% | $72,975-48.0% |
| Participation rate | 55.6% | 65.2%-9.6pp | 73.3%-17.7pp | 69.5%-13.9pp |
| Annual return | 7.43% | 30.63%-23.2pp | 78.13%-70.7pp | 81.01%-73.6pp |
| Employer contribution / active EE | $2,634 | $2,093+25.8% | $2,855-7.7% | $2,440+8.0% |
| Participant deferral / active EE | $4,890 | $2,887+69.4% | $3,885+25.9% | $3,608+35.5% |
| Admin fee / account holder | $310 | $3,973-92.2% | $5,354-94.2% | $5,124-93.9% |