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 | $37,312 | $58,234-35.9% | $81,783-54.4% | $80,874-53.9% |
| Participation rate | 65.9% | 63.4%+2.4pp | 72.4%-6.5pp | 67.6%-1.8pp |
| Annual return | 10.52% | 41.70%-31.2pp | 775.05%-764.5pp | 35.62%-25.1pp |
| Employer contribution / active EE | $802 | $2,341-65.8% | $2,913-72.5% | $2,756-70.9% |
| Participant deferral / active EE | $3,405 | $3,283+3.7% | $4,320-21.2% | $4,297-20.7% |
| Admin fee / account holder | $1,347 | $4,982-73.0% | $7,380-81.7% | $6,935-80.6% |