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 | $41,090 | $72,492-43.3% | $87,104-52.8% | $72,975-43.7% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 14.84% | 24.46%-9.6pp | 28.19%-13.3pp | 81.01%-66.2pp |
| Employer contribution / active EE | $1,334 | $1,894-29.5% | $2,521-47.1% | $2,440-45.3% |
| Participant deferral / active EE | $2,934 | $3,270-10.3% | $4,048-27.5% | $3,608-18.7% |
| Admin fee / account holder | $3,220 | $5,055-36.3% | $7,491-57.0% | $5,124-37.2% |