Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,012 | $136,860-71.5% | $120,344-67.6% | $154,746-74.8% |
| Participation rate | 42.9% | 79.9%-37.0pp | 76.7%-33.9pp | 80.7%-37.8pp |
| Annual return | 5.29% | 21.38%-16.1pp | 20.30%-15.0pp | 172.34%-167.0pp |
| Employer contribution / active EE | $2,936 | $3,533-16.9% | $3,020-2.8% | $4,379-32.9% |
| Participant deferral / active EE | $5,316 | $5,793-8.2% | $5,135+3.5% | $6,730-21.0% |
| Admin fee / account holder | $18,076 | $15,393+17.4% | $12,742+41.9% | $14,365+25.8% |