Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $27,972 | $110,337-74.6% | $102,383-72.7% | $145,877-80.8% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.26% | 24.83%-16.6pp | 24.94%-16.7pp | 551.28%-543.0pp |
| Employer contribution / active EE | $11,635 | $4,216+176.0% | $3,870+200.6% | $4,663+149.5% |
| Participant deferral / active EE | $3,945 | $5,621-29.8% | $5,060-22.0% | $6,691-41.0% |
| Admin fee / account holder | $4,117 | $9,750-57.8% | $8,391-50.9% | $13,402-69.3% |