Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,618 | $95,406-72.1% | $185,849-85.7% | $85,847-69.0% |
| Participation rate | 50.0% | 68.8%-18.8pp | 81.7%-31.7pp | 69.3%-19.3pp |
| Annual return | 8.84% | 23.59%-14.7pp | 122.10%-113.3pp | 318.61%-309.8pp |
| Employer contribution / active EE | $1,614 | $3,314-51.3% | $5,169-68.8% | $2,565-37.1% |
| Participant deferral / active EE | $3,162 | $3,424-7.6% | $5,569-43.2% | $3,952-20.0% |
| Admin fee / account holder | $6,769 | $7,214-6.2% | $16,244-58.3% | $6,261+8.1% |