Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $53,427 | $72,071-25.9% | $68,368-21.9% | $137,256-61.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 3.83% | 353.14%-349.3pp | 292.57%-288.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $6,210 | $2,788+122.7% | $2,649+134.4% | $4,156+49.4% |
| Participant deferral / active EE | $12,420 | $4,410+181.6% | $4,123+201.3% | $6,407+93.9% |
| Admin fee / account holder | $5,749 | $5,336+7.7% | $5,150+11.6% | $12,270-53.2% |