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 | $52,508 | $106,247-50.6% | $96,515-45.6% | $139,466-62.4% |
| Participation rate | 35.3% | 77.8%-42.5pp | 74.3%-39.1pp | 80.3%-45.0pp |
| Annual return | 3.42% | 38.47%-35.0pp | 35.73%-32.3pp | 373.66%-370.2pp |
| Employer contribution / active EE | $1,144 | $4,106-72.1% | $3,740-69.4% | $4,754-75.9% |
| Participant deferral / active EE | $4,389 | $5,456-19.6% | $4,880-10.1% | $6,712-34.6% |
| Admin fee / account holder | $3,556 | $7,885-54.9% | $6,735-47.2% | $11,409-68.8% |