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 | $27,030 | $56,894-52.5% | $84,753-68.1% | $62,881-57.0% |
| Participation rate | 42.1% | 68.5%-26.4pp | 76.6%-34.5pp | 69.3%-27.2pp |
| Annual return | 2.13% | 6.30%-4.2pp | 22.78%-20.7pp | 20.14%-18.0pp |
| Employer contribution / active EE | $1,233 | $2,400-48.6% | $3,574-65.5% | $2,281-45.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,647 | $3,581+57.7% | $5,333+5.9% | $4,296+31.5% |