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 | $38,620 | $102,595-62.4% | $94,057-58.9% | $154,746-75.0% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 6.79% | 583.42%-576.6pp | 480.62%-473.8pp | 172.34%-165.6pp |
| Employer contribution / active EE | $790 | $3,147-74.9% | $2,933-73.1% | $4,379-82.0% |
| Participant deferral / active EE | $1,258 | $5,118-75.4% | $4,709-73.3% | $6,730-81.3% |
| Admin fee / account holder | $30,932 | $7,736+299.9% | $7,244+327.0% | $14,365+115.3% |