Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $46,715 | $28,624+63.2% | $53,647-12.9% | $82,637-43.5% |
| Participation rate | 31.4% | 47.3%-15.9pp | 56.3%-24.9pp | 68.1%-36.7pp |
| Annual return | 13.96% | 664.98%-651.0pp | 358.33%-344.4pp | 53.51%-39.5pp |
| Employer contribution / active EE | $813 | $637+27.8% | $962-15.5% | $2,552-68.1% |
| Participant deferral / active EE | $1,876 | $1,196+56.9% | $1,813+3.5% | $4,126-54.5% |
| Admin fee / account holder | $2,033 | $2,022+0.5% | $2,460-17.4% | $7,339-72.3% |