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 | $61,534 | $98,776-37.7% | $149,745-58.9% | $79,856-22.9% |
| Participation rate | 49.2% | 75.8%-26.6pp | 82.5%-33.3pp | 69.6%-20.4pp |
| Annual return | 9.88% | 27.38%-17.5pp | 276.72%-266.8pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,305 | $3,217-59.4% | $4,646-71.9% | $2,471-47.2% |
| Participant deferral / active EE | $2,848 | $5,681-49.9% | $6,843-58.4% | $3,741-23.9% |
| Admin fee / account holder | $427 | $6,053-92.9% | $9,312-95.4% | $5,306-91.9% |