Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,248 | $102,595-69.5% | $94,057-66.8% | $154,746-79.8% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 80.7%-58.5pp |
| Annual return | 3.84% | 583.42%-579.6pp | 480.62%-476.8pp | 172.34%-168.5pp |
| Employer contribution / active EE | $1,067 | $3,147-66.1% | $2,933-63.6% | $4,379-75.6% |
| Participant deferral / active EE | $1,633 | $5,118-68.1% | $4,709-65.3% | $6,730-75.7% |
| Admin fee / account holder | $305 | $7,736-96.1% | $7,244-95.8% | $14,365-97.9% |