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 | $28,486 | $111,535-74.5% | $105,223-72.9% | $137,256-79.2% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 10.47% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $951 | $3,939-75.9% | $3,689-74.2% | $4,156-77.1% |
| Participant deferral / active EE | $1,826 | $5,500-66.8% | $5,072-64.0% | $6,407-71.5% |
| Admin fee / account holder | $2,061 | $9,721-78.8% | $8,859-76.7% | $12,270-83.2% |