Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,352 | $96,419-64.4% | $80,648-57.4% | $139,487-75.4% |
| Participation rate | 42.9% | 73.6%-30.8pp | 67.0%-24.2pp | 80.3%-37.5pp |
| Annual return | 8.38% | 1352.86%-1344.5pp | 937.21%-928.8pp | 373.84%-365.5pp |
| Employer contribution / active EE | $744 | $3,261-77.2% | $2,724-72.7% | $4,755-84.4% |
| Participant deferral / active EE | $4,788 | $5,225-8.4% | $4,443+7.8% | $6,713-28.7% |
| Admin fee / account holder | $18,238 | $6,605+176.1% | $5,382+238.9% | $11,407+59.9% |