Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,687 | $99,995-59.3% | $85,063-52.2% | $145,978-72.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 7.95% | 83.99%-76.0pp | 66.54%-58.6pp | 550.52%-542.6pp |
| Employer contribution / active EE | $574 | $3,231-82.2% | $2,727-79.0% | $4,662-87.7% |
| Participant deferral / active EE | $5,089 | $5,295-3.9% | $4,523+12.5% | $6,690-23.9% |
| Admin fee / account holder | $894 | $7,255-87.7% | $6,155-85.5% | $13,400-93.3% |