Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,597 | $90,691-47.5% | $76,119-37.5% | $145,884-67.4% |
| Participation rate | 23.5% | 74.5%-50.9pp | 69.1%-45.5pp | 80.3%-56.8pp |
| Annual return | 8.19% | 624.52%-616.3pp | 361.25%-353.1pp | 551.85%-543.7pp |
| Employer contribution / active EE | $627 | $3,329-81.2% | $2,693-76.7% | $4,662-86.6% |
| Participant deferral / active EE | $2,203 | $5,167-57.4% | $4,259-48.3% | $6,690-67.1% |
| Admin fee / account holder | $9,686 | $8,383+15.5% | $6,421+50.8% | $13,392-27.7% |