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 | $43,477 | $65,364-33.5% | $92,909-53.2% | $72,975-40.4% |
| Participation rate | 49.5% | 68.3%-18.8pp | 76.0%-26.5pp | 69.5%-20.0pp |
| Annual return | 9.87% | 42.11%-32.2pp | 109.44%-99.6pp | 81.01%-71.1pp |
| Employer contribution / active EE | $626 | $2,594-75.9% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $1,506 | $3,128-51.9% | $4,238-64.5% | $3,608-58.3% |
| Admin fee / account holder | $1,780 | $4,251-58.1% | $5,795-69.3% | $5,124-65.3% |