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 | $26,408 | $29,670-11.0% | $56,054-52.9% | $80,911-67.4% |
| Participation rate | 29.9% | 41.7%-11.8pp | 52.5%-22.6pp | 67.6%-37.8pp |
| Annual return | 8.08% | 35.24%-27.2pp | 1705.95%-1697.9pp | 35.63%-27.5pp |
| Employer contribution / active EE | $807 | $670+20.5% | $1,039-22.3% | $2,756-70.7% |
| Participant deferral / active EE | $1,234 | $1,227+0.5% | $1,952-36.8% | $4,297-71.3% |
| Admin fee / account holder | $3,382 | $2,431+39.1% | $2,822+19.8% | $6,935-51.2% |