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 | $30,870 | $72,071-57.2% | $68,368-54.8% | $137,256-77.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 9.46% | 353.14%-343.7pp | 292.57%-283.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,877 | $2,788-32.7% | $2,649-29.1% | $4,156-54.8% |
| Participant deferral / active EE | $5,156 | $4,410+16.9% | $4,123+25.1% | $6,407-19.5% |
| Admin fee / account holder | $1,144 | $5,336-78.6% | $5,150-77.8% | $12,270-90.7% |