Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,235 | $100,203-67.8% | $85,240-62.2% | $145,897-77.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 6.82% | 84.28%-77.5pp | 66.75%-59.9pp | 552.29%-545.5pp |
| Employer contribution / active EE | $2,135 | $3,242-34.2% | $2,735-22.0% | $4,663-54.2% |
| Participant deferral / active EE | $1,433 | $5,299-72.9% | $4,527-68.3% | $6,689-78.6% |
| Admin fee / account holder | $7,932 | $7,265+9.2% | $6,165+28.7% | $13,390-40.8% |