Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,752 | $93,617-65.0% | $135,982-75.9% | $75,177-56.4% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.9pp | 67.2%-9.1pp |
| Annual return | 10.61% | 30.89%-20.3pp | 68.32%-57.7pp | 160.75%-150.1pp |
| Employer contribution / active EE | $1,977 | $3,538-44.1% | $4,859-59.3% | $2,671-26.0% |
| Participant deferral / active EE | $4,148 | $6,406-35.2% | $7,760-46.5% | $4,126+0.5% |
| Admin fee / account holder | $25,890 | $6,980+270.9% | $10,767+140.4% | $5,651+358.1% |