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 | $23,405 | $49,896-53.1% | $80,627-71.0% | $75,173-68.9% |
| Participation rate | 69.2% | 55.3%+13.9pp | 67.0%+2.2pp | 67.2%+2.0pp |
| Annual return | 13.49% | 34.67%-21.2pp | 936.76%-923.3pp | 160.72%-147.2pp |
| Employer contribution / active EE | $1,218 | $1,699-28.3% | $2,723-55.3% | $2,671-54.4% |
| Participant deferral / active EE | $3,520 | $2,992+17.7% | $4,443-20.8% | $4,126-14.7% |
| Admin fee / account holder | $7,442 | $3,578+108.0% | $5,381+38.3% | $5,651+31.7% |