Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $56,508 | $81,487-30.7% | $102,412-44.8% | $80,935-30.2% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.7%-46.2pp |
| Annual return | 9.46% | 25.60%-16.1pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,167 | $3,103-62.4% | $3,870-69.8% | $2,757-57.7% |
| Participant deferral / active EE | $2,346 | $3,871-39.4% | $5,060-53.6% | $4,299-45.4% |
| Admin fee / account holder | $438 | $6,717-93.5% | $8,388-94.8% | $6,924-93.7% |