Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,868 | $81,446-53.5% | $103,374-63.4% | $80,874-53.2% |
| Participation rate | 38.5% | 66.9%-28.4pp | 74.5%-36.0pp | 67.6%-29.2pp |
| Annual return | 10.23% | 25.57%-15.3pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $4,809 | $3,107+54.8% | $3,869+24.3% | $2,756+74.5% |
| Participant deferral / active EE | $8,573 | $3,870+121.5% | $5,058+69.5% | $4,297+99.5% |
| Admin fee / account holder | $3,528 | $6,715-47.5% | $8,394-58.0% | $6,935-49.1% |