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 | $44,932 | $85,060-47.2% | $70,548-36.3% | $139,456-67.8% |
| Participation rate | 57.1% | 73.9%-16.8pp | 68.3%-11.2pp | 80.3%-23.2pp |
| Annual return | 5.96% | 30.38%-24.4pp | 32.78%-26.8pp | 373.45%-367.5pp |
| Employer contribution / active EE | $1,803 | $3,911-53.9% | $2,975-39.4% | $4,753-62.1% |
| Participant deferral / active EE | $7,682 | $5,890+30.4% | $4,567+68.2% | $6,711+14.5% |
| Admin fee / account holder | $15,173 | $8,925+70.0% | $6,424+136.2% | $11,407+33.0% |