Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,296 | $53,774+4.7% | $134,162-58.0% | $79,856-29.5% |
| Participation rate | 41.7% | 58.8%-17.1pp | 72.2%-30.5pp | 69.6%-28.0pp |
| Annual return | 2.50% | 19.01%-16.5pp | 36.35%-33.8pp | 31.71%-29.2pp |
| Employer contribution / active EE | $1,481 | $1,322+12.0% | $3,705-60.0% | $2,471-40.1% |
| Participant deferral / active EE | $0 | $2,420-100.0% | $3,500-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,428 | $3,985+11.1% | $6,685-33.8% | $5,306-16.5% |