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 | $32,300 | $81,504-60.4% | $102,437-68.5% | $80,959-60.1% |
| Participation rate | 47.5% | 66.9%-19.4pp | 74.5%-27.0pp | 67.7%-20.2pp |
| Annual return | 9.31% | 25.60%-16.3pp | 24.95%-15.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,237 | $3,104-60.2% | $3,871-68.1% | $2,757-55.1% |
| Participant deferral / active EE | $2,972 | $3,871-23.2% | $5,060-41.3% | $4,300-30.9% |
| Admin fee / account holder | $3,458 | $6,719-48.5% | $8,388-58.8% | $6,925-50.1% |