Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $42,026 | $110,337-61.9% | $102,383-59.0% | $145,877-71.2% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 7.38% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,041 | $4,216-51.6% | $3,870-47.3% | $4,663-56.2% |
| Participant deferral / active EE | $4,633 | $5,621-17.6% | $5,060-8.4% | $6,691-30.8% |
| Admin fee / account holder | $28,313 | $9,750+190.4% | $8,391+237.4% | $13,402+111.3% |