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 | $38,455 | $77,920-50.6% | $149,723-74.3% | $75,177-48.8% |
| Participation rate | 57.3% | 65.6%-8.3pp | 78.8%-21.5pp | 67.2%-9.9pp |
| Annual return | 11.90% | 31.72%-19.8pp | 134.50%-122.6pp | 160.75%-148.8pp |
| Employer contribution / active EE | $874 | $3,138-72.1% | $4,821-81.9% | $2,671-67.3% |
| Participant deferral / active EE | $2,176 | $3,411-36.2% | $5,682-61.7% | $4,126-47.3% |
| Admin fee / account holder | $3,757 | $5,951-36.9% | $13,215-71.6% | $5,651-33.5% |