Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $40,620 | $53,063-23.5% | $124,206-67.3% | $82,637-50.8% |
| Participation rate | 40.6% | 58.4%-17.8pp | 69.6%-29.0pp | 68.1%-27.4pp |
| Annual return | 12.96% | 68.87%-55.9pp | 515.27%-502.3pp | 53.51%-40.5pp |
| Employer contribution / active EE | $392 | $1,530-74.4% | $3,540-88.9% | $2,552-84.6% |
| Participant deferral / active EE | $1,167 | $2,644-55.9% | $3,968-70.6% | $4,126-71.7% |
| Admin fee / account holder | $7,067 | $4,281+65.1% | $5,929+19.2% | $7,339-3.7% |