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 | $40,088 | $71,215-43.7% | $93,696-57.2% | $80,935-50.5% |
| Participation rate | 60.0% | 60.4%-0.4pp | 68.7%-8.7pp | 67.7%-7.7pp |
| Annual return | 7.39% | 11.27%-3.9pp | 133.74%-126.3pp | 35.66%-28.3pp |
| Employer contribution / active EE | $1,848 | $1,565+18.0% | $2,422-23.7% | $2,757-33.0% |
| Participant deferral / active EE | $4,254 | $4,037+5.4% | $4,417-3.7% | $4,299-1.0% |
| Admin fee / account holder | $7,518 | $6,958+8.1% | $8,287-9.3% | $6,924+8.6% |