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 | $37,741 | $25,014+50.9% | $69,632-45.8% | $80,959-53.4% |
| Participation rate | 39.0% | 64.2%-25.3pp | 66.4%-27.5pp | 67.7%-28.7pp |
| Annual return | 5.43% | 19.08%-13.7pp | 101.32%-95.9pp | 35.67%-30.2pp |
| Employer contribution / active EE | $437 | $991-55.9% | $1,708-74.4% | $2,757-84.2% |
| Participant deferral / active EE | $1,747 | $1,840-5.0% | $2,889-39.5% | $4,300-59.4% |
| Admin fee / account holder | $20,087 | $2,491+706.4% | $4,695+327.8% | $6,925+190.0% |