Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,773 | $51,631+2.2% | $129,397-59.2% | $80,925-34.8% |
| Participation rate | 36.0% | 56.9%-20.9pp | 69.6%-33.6pp | 67.7%-31.7pp |
| Annual return | 8.19% | 20.77%-12.6pp | 9453.98%-9445.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $1,030 | $1,583-34.9% | $4,154-75.2% | $2,756-62.6% |
| Participant deferral / active EE | $2,317 | $2,670-13.2% | $4,167-44.4% | $4,299-46.1% |
| Admin fee / account holder | $8,765 | $4,309+103.4% | $7,679+14.1% | $6,940+26.3% |