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 | $44,171 | $57,590-23.3% | $86,233-48.8% | $82,448-46.4% |
| Participation rate | 17.1% | 57.9%-40.7pp | 69.0%-51.9pp | 68.1%-50.9pp |
| Annual return | 11.43% | 22.41%-11.0pp | 61.39%-50.0pp | 41.64%-30.2pp |
| Employer contribution / active EE | $381 | $1,655-77.0% | $2,504-84.8% | $2,551-85.1% |
| Participant deferral / active EE | $1,119 | $3,080-63.7% | $4,559-75.5% | $4,139-73.0% |
| Admin fee / account holder | $12,418 | $4,730+162.5% | $8,342+48.9% | $7,234+71.6% |