Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,190 | $71,215-59.0% | $93,696-68.8% | $80,935-63.9% |
| Participation rate | 34.4% | 60.4%-26.0pp | 68.7%-34.3pp | 67.7%-33.3pp |
| Annual return | 8.69% | 11.27%-2.6pp | 133.74%-125.1pp | 35.66%-27.0pp |
| Employer contribution / active EE | $5,314 | $1,565+239.5% | $2,422+119.4% | $2,757+92.8% |
| Participant deferral / active EE | $2,558 | $4,037-36.6% | $4,417-42.1% | $4,299-40.5% |
| Admin fee / account holder | $410 | $6,958-94.1% | $8,287-95.0% | $6,924-94.1% |