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 | $64,937 | $100,073-35.1% | $85,126-23.7% | $145,877-55.5% |
| Participation rate | 40.0% | 74.1%-34.1pp | 67.5%-27.5pp | 80.3%-40.3pp |
| Annual return | 7.12% | 84.11%-77.0pp | 66.63%-59.5pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,110 | $3,236-65.7% | $2,731-59.4% | $4,663-76.2% |
| Participant deferral / active EE | $3,331 | $5,294-37.1% | $4,523-26.4% | $6,691-50.2% |
| Admin fee / account holder | $1,493 | $7,261-79.4% | $6,160-75.8% | $13,402-88.9% |