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 | $39,824 | $96,731-58.8% | $123,973-67.9% | $86,983-54.2% |
| Participation rate | 41.7% | 70.0%-28.4pp | 76.7%-35.0pp | 69.5%-27.9pp |
| Annual return | 10.09% | 17.33%-7.2pp | 388.13%-378.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $832 | $3,297-74.8% | $4,126-79.8% | $2,584-67.8% |
| Participant deferral / active EE | $2,238 | $4,152-46.1% | $5,247-57.3% | $4,194-46.6% |
| Admin fee / account holder | $1,662 | $8,722-80.9% | $11,799-85.9% | $7,856-78.8% |