Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $28,848 | $117,846-75.5% | $102,434-71.8% | $145,884-80.2% |
| Participation rate | 56.5% | 78.6%-22.1pp | 76.5%-20.0pp | 80.3%-23.8pp |
| Annual return | 7.61% | 31.90%-24.3pp | 29.46%-21.8pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,101 | $3,615-69.5% | $3,023-63.6% | $4,662-76.4% |
| Participant deferral / active EE | $1,933 | $5,733-66.3% | $5,055-61.8% | $6,690-71.1% |
| Admin fee / account holder | $3,246 | $13,356-75.7% | $9,462-65.7% | $13,392-75.8% |