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 | $27,877 | $162,136-82.8% | $152,301-81.7% | $154,746-82.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 5.46% | 91.02%-85.6pp | 80.50%-75.0pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,449 | $4,890-70.4% | $4,624-68.7% | $4,379-66.9% |
| Participant deferral / active EE | $4,732 | $8,341-43.3% | $8,004-40.9% | $6,730-29.7% |
| Admin fee / account holder | $80,772 | $15,759+412.5% | $14,398+461.0% | $14,365+462.3% |