Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,624 | $93,345-59.7% | $119,126-68.4% | $87,485-57.0% |
| Participation rate | 48.2% | 68.7%-20.5pp | 75.8%-27.6pp | 68.9%-20.7pp |
| Annual return | 3.51% | 19.08%-15.6pp | 282.11%-278.6pp | 26.06%-22.6pp |
| Employer contribution / active EE | $1,447 | $3,172-54.4% | $4,034-64.1% | $2,596-44.3% |
| Participant deferral / active EE | $2,858 | $4,099-30.3% | $5,318-46.3% | $4,274-33.1% |
| Admin fee / account holder | $6,328 | $8,039-21.3% | $10,693-40.8% | $7,775-18.6% |