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 | $24,567 | $70,366-65.1% | $66,674-63.2% | $138,895-82.3% |
| Participation rate | 61.5% | 76.2%-14.6pp | 73.7%-12.1pp | 79.9%-18.4pp |
| Annual return | 4.47% | 386.41%-381.9pp | 321.24%-316.8pp | 145.39%-140.9pp |
| Employer contribution / active EE | $1,451 | $2,765-47.5% | $2,620-44.6% | $4,194-65.4% |
| Participant deferral / active EE | $1,841 | $4,374-57.9% | $4,084-54.9% | $6,396-71.2% |
| Admin fee / account holder | $6,991 | $5,262+32.9% | $5,098+37.1% | $12,562-44.3% |