Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $35,035 | $107,353-67.4% | $92,903-62.3% | $152,885-77.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 7.44% | 145.62%-138.2pp | 109.43%-102.0pp | 345.39%-337.9pp |
| Employer contribution / active EE | $1,140 | $4,222-73.0% | $3,653-68.8% | $4,763-76.1% |
| Participant deferral / active EE | $4,716 | $4,848-2.7% | $4,238+11.3% | $5,851-19.4% |
| Admin fee / account holder | $6,785 | $7,081-4.2% | $5,795+17.1% | $11,598-41.5% |