Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $62,602 | $72,071-13.1% | $68,368-8.4% | $137,256-54.4% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 2.30% | 353.14%-350.8pp | 292.57%-290.3pp | 220.34%-218.0pp |
| Employer contribution / active EE | $656 | $2,788-76.5% | $2,649-75.2% | $4,156-84.2% |
| Participant deferral / active EE | $936 | $4,410-78.8% | $4,123-77.3% | $6,407-85.4% |
| Admin fee / account holder | $1,978 | $5,336-62.9% | $5,150-61.6% | $12,270-83.9% |