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 | $42,555 | $77,908-45.4% | $149,696-71.6% | $75,173-43.4% |
| Participation rate | 49.4% | 65.6%-16.2pp | 78.8%-29.4pp | 67.2%-17.9pp |
| Annual return | 9.20% | 31.73%-22.5pp | 134.46%-125.3pp | 160.72%-151.5pp |
| Employer contribution / active EE | $2,177 | $3,138-30.6% | $4,821-54.9% | $2,671-18.5% |
| Participant deferral / active EE | $9,496 | $3,411+178.4% | $5,682+67.1% | $4,126+130.1% |
| Admin fee / account holder | $13,427 | $5,950+125.7% | $13,212+1.6% | $5,651+137.6% |