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 | $29,670-8.7% | $56,054-51.7% | $80,911-66.5% |
| Participation rate | 27.1% | 41.7%-14.6pp | 52.5%-25.4pp | 67.6%-40.6pp |
| Annual return | 5.56% | 35.24%-29.7pp | 1705.95%-1700.4pp | 35.63%-30.1pp |
| Employer contribution / active EE | $441 | $670-34.1% | $1,039-57.5% | $2,756-84.0% |
| Participant deferral / active EE | $1,350 | $1,227+10.0% | $1,952-30.9% | $4,297-68.6% |
| Admin fee / account holder | $2,316 | $2,431-4.7% | $2,822-17.9% | $6,935-66.6% |