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 | $27,091 | $29,733-8.9% | $56,025-51.6% | $80,959-66.5% |
| Participation rate | 27.1% | 41.7%-14.6pp | 52.5%-25.4pp | 67.7%-40.6pp |
| Annual return | 5.56% | 35.28%-29.7pp | 1712.69%-1707.1pp | 35.67%-30.1pp |
| Employer contribution / active EE | $441 | $672-34.3% | $1,042-57.6% | $2,757-84.0% |
| Participant deferral / active EE | $1,350 | $1,229+9.8% | $1,955-30.9% | $4,300-68.6% |
| Admin fee / account holder | $2,316 | $2,434-4.8% | $2,828-18.1% | $6,925-66.6% |