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 | $56,771 | $45,343+25.2% | $150,298-62.2% | $67,986-16.5% |
| Participation rate | 26.4% | 51.9%-25.4pp | 77.8%-51.3pp | 57.2%-30.8pp |
| Annual return | 3.79% | 33.28%-29.5pp | 62.79%-59.0pp | 31.67%-27.9pp |
| Employer contribution / active EE | $248 | $1,462-83.0% | $4,154-94.0% | $2,019-87.7% |
| Participant deferral / active EE | $745 | $2,055-63.8% | $5,453-86.3% | $3,358-77.8% |
| Admin fee / account holder | $2,318 | $2,250+3.0% | $14,116-83.6% | $3,203-27.6% |