Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $44,426 | $51,638-14.0% | $129,406-65.7% | $80,959-45.1% |
| Participation rate | 55.0% | 56.9%-1.9pp | 69.6%-14.6pp | 67.7%-12.7pp |
| Annual return | 10.20% | 20.78%-10.6pp | 9468.18%-9458.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,215 | $1,584-23.3% | $4,155-70.8% | $2,757-55.9% |
| Participant deferral / active EE | $2,403 | $2,670-10.0% | $4,167-42.3% | $4,300-44.1% |
| Admin fee / account holder | $2,410 | $4,313-44.1% | $7,689-68.7% | $6,925-65.2% |