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 | $33,053 | $110,379-70.1% | $102,412-67.7% | $145,884-77.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.93% | 24.84%-15.9pp | 24.94%-16.0pp | 551.85%-542.9pp |
| Employer contribution / active EE | $862 | $4,216-79.6% | $3,870-77.7% | $4,662-81.5% |
| Participant deferral / active EE | $4,216 | $5,622-25.0% | $5,060-16.7% | $6,690-37.0% |
| Admin fee / account holder | $1,698 | $9,745-82.6% | $8,388-79.8% | $13,392-87.3% |