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 | $44,314 | $81,331-45.5% | $155,534-71.5% | $80,935-45.2% |
| Participation rate | 23.7% | 66.3%-42.5pp | 78.2%-54.5pp | 67.7%-43.9pp |
| Annual return | 10.47% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $919 | $3,105-70.4% | $4,675-80.3% | $2,757-66.7% |
| Participant deferral / active EE | $1,509 | $3,454-56.3% | $5,630-73.2% | $4,299-64.9% |
| Admin fee / account holder | $949 | $7,999-88.1% | $15,900-94.0% | $6,924-86.3% |