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 | $30,059 | $99,053-69.7% | $88,179-65.9% | $138,895-78.4% |
| Participation rate | 52.9% | 74.2%-21.3pp | 69.1%-16.2pp | 79.9%-27.0pp |
| Annual return | 8.73% | 78.17%-69.4pp | 64.97%-56.2pp | 145.39%-136.7pp |
| Employer contribution / active EE | $1,583 | $2,882-45.1% | $2,549-37.9% | $4,194-62.2% |
| Participant deferral / active EE | $1,534 | $5,225-70.6% | $4,614-66.8% | $6,396-76.0% |
| Admin fee / account holder | $36,069 | $8,748+312.3% | $7,673+370.1% | $12,562+187.1% |