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 | $43,405 | $99,053-56.2% | $88,179-50.8% | $138,895-68.7% |
| Participation rate | 56.5% | 74.2%-17.7pp | 69.1%-12.6pp | 79.9%-23.4pp |
| Annual return | 5.52% | 78.17%-72.6pp | 64.97%-59.4pp | 145.39%-139.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,429 | $5,225+3.9% | $4,614+17.7% | $6,396-15.1% |
| Admin fee / account holder | $14,528 | $8,748+66.1% | $7,673+89.3% | $12,562+15.6% |