Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,727 | $25,014+78.8% | $69,632-35.8% | $80,959-44.8% |
| Participation rate | 17.4% | 64.2%-46.8pp | 66.4%-49.0pp | 67.7%-50.3pp |
| Annual return | 6.96% | 19.08%-12.1pp | 101.32%-94.4pp | 35.67%-28.7pp |
| Employer contribution / active EE | $529 | $991-46.6% | $1,708-69.0% | $2,757-80.8% |
| Participant deferral / active EE | $823 | $1,840-55.3% | $2,889-71.5% | $4,300-80.9% |
| Admin fee / account holder | $2,277 | $2,491-8.6% | $4,695-51.5% | $6,925-67.1% |