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 | $47,481 | $57,541-17.5% | $95,740-50.4% | $75,173-36.8% |
| Participation rate | 31.6% | 62.5%-30.9pp | 72.3%-40.7pp | 67.2%-35.6pp |
| Annual return | 11.54% | 34.93%-23.4pp | 28.41%-16.9pp | 160.72%-149.2pp |
| Employer contribution / active EE | $994 | $1,808-45.0% | $2,836-64.9% | $2,671-62.8% |
| Participant deferral / active EE | $1,866 | $3,074-39.3% | $4,244-56.0% | $4,126-54.8% |
| Admin fee / account holder | $5,985 | $4,099+46.0% | $5,676+5.4% | $5,651+5.9% |