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 | $39,893 | $102,245-61.0% | $89,340-55.3% | $137,256-70.9% |
| Participation rate | 55.6% | 74.9%-19.3pp | 69.6%-14.0pp | 80.0%-24.4pp |
| Annual return | 7.78% | 21.89%-14.1pp | 20.57%-12.8pp | 220.34%-212.6pp |
| Employer contribution / active EE | $1,446 | $2,529-42.8% | $2,231-35.2% | $4,156-65.2% |
| Participant deferral / active EE | $2,385 | $4,436-46.2% | $3,823-37.6% | $6,407-62.8% |
| Admin fee / account holder | $5,355 | $8,085-33.8% | $6,704-20.1% | $12,270-56.4% |