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 | $41,917 | $81,358-48.5% | $155,556-73.1% | $80,959-48.2% |
| Participation rate | 63.2% | 66.3%-3.0pp | 78.2%-15.0pp | 67.7%-4.4pp |
| Annual return | 10.34% | 33.39%-23.0pp | 64.84%-54.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,435 | $3,106-53.8% | $4,675-69.3% | $2,757-48.0% |
| Participant deferral / active EE | $2,491 | $3,455-27.9% | $5,631-55.8% | $4,300-42.1% |
| Admin fee / account holder | $7,351 | $7,994-8.0% | $15,885-53.7% | $6,925+6.1% |