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 | $31,929 | $106,524-70.0% | $152,301-79.0% | $87,485-63.5% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.4%-24.8pp | 68.9%-11.2pp |
| Annual return | 13.84% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.2pp |
| Employer contribution / active EE | $619 | $3,371-81.6% | $4,624-86.6% | $2,596-76.2% |
| Participant deferral / active EE | $2,805 | $6,525-57.0% | $8,004-65.0% | $4,274-34.4% |
| Admin fee / account holder | $7,821 | $8,287-5.6% | $14,398-45.7% | $7,775+0.6% |