Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,860 | $29,319+39.4% | $52,425-22.1% | $82,448-50.4% |
| Participation rate | 23.3% | 46.9%-23.5pp | 55.6%-32.3pp | 68.1%-44.7pp |
| Annual return | 13.88% | 535.20%-521.3pp | 302.12%-288.2pp | 41.64%-27.8pp |
| Employer contribution / active EE | $733 | $586+25.0% | $914-19.8% | $2,551-71.3% |
| Participant deferral / active EE | $1,369 | $1,171+16.9% | $1,790-23.5% | $4,139-66.9% |
| Admin fee / account holder | $9,696 | $1,962+394.2% | $2,495+288.6% | $7,234+34.0% |