Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,662 | $57,073-37.5% | $85,126-58.1% | $80,925-55.9% |
| Participation rate | 15.2% | 56.4%-41.2pp | 67.5%-52.4pp | 67.7%-52.5pp |
| Annual return | 8.34% | 21.69%-13.3pp | 66.63%-58.3pp | 35.65%-27.3pp |
| Employer contribution / active EE | $1,900 | $1,801+5.5% | $2,731-30.4% | $2,756-31.1% |
| Participant deferral / active EE | $2,232 | $3,113-28.3% | $4,523-50.7% | $4,299-48.1% |
| Admin fee / account holder | $765 | $4,988-84.7% | $6,160-87.6% | $6,940-89.0% |