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 | $44,752 | $102,595-56.4% | $94,057-52.4% | $154,746-71.1% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 7.41% | 583.42%-576.0pp | 480.62%-473.2pp | 172.34%-164.9pp |
| Employer contribution / active EE | $748 | $3,147-76.2% | $2,933-74.5% | $4,379-82.9% |
| Participant deferral / active EE | $1,297 | $5,118-74.7% | $4,709-72.4% | $6,730-80.7% |
| Admin fee / account holder | $3,844 | $7,736-50.3% | $7,244-46.9% | $14,365-73.2% |