Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,585 | $99,053-42.9% | $88,179-35.8% | $138,895-59.3% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.1%-52.5pp | 79.9%-63.3pp |
| Annual return | 3.19% | 78.17%-75.0pp | 64.97%-61.8pp | 145.39%-142.2pp |
| Employer contribution / active EE | $333 | $2,882-88.4% | $2,549-86.9% | $4,194-92.1% |
| Participant deferral / active EE | $1,300 | $5,225-75.1% | $4,614-71.8% | $6,396-79.7% |
| Admin fee / account holder | $634 | $8,748-92.8% | $7,673-91.7% | $12,562-95.0% |