Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,062 | $111,535-78.4% | $105,223-77.1% | $137,256-82.5% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 10.56% | 237.85%-227.3pp | 180.65%-170.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,250 | $3,939-68.3% | $3,689-66.1% | $4,156-69.9% |
| Participant deferral / active EE | $2,120 | $5,500-61.5% | $5,072-58.2% | $6,407-66.9% |
| Admin fee / account holder | $571 | $9,721-94.1% | $8,859-93.6% | $12,270-95.3% |