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 | $70,366-24.1% | $66,674-19.9% | $138,895-61.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 3.83% | 386.41%-382.6pp | 321.24%-317.4pp | 145.39%-141.6pp |
| Employer contribution / active EE | $6,210 | $2,765+124.6% | $2,620+137.0% | $4,194+48.1% |
| Participant deferral / active EE | $12,420 | $4,374+183.9% | $4,084+204.1% | $6,396+94.2% |
| Admin fee / account holder | $5,749 | $5,262+9.2% | $5,098+12.8% | $12,562-54.2% |