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 | $32,367 | $54,541-40.7% | $78,778-58.9% | $70,126-53.8% |
| Participation rate | 37.0% | 60.8%-23.8pp | 69.2%-32.2pp | 69.5%-32.5pp |
| Annual return | 10.84% | 21.07%-10.2pp | 35.62%-24.8pp | 73.15%-62.3pp |
| Employer contribution / active EE | $982 | $1,089-9.7% | $1,986-50.5% | $2,343-58.1% |
| Participant deferral / active EE | $1,404 | $2,210-36.5% | $2,958-52.5% | $3,332-57.9% |
| Admin fee / account holder | $7,877 | $3,709+112.4% | $5,134+53.4% | $4,645+69.6% |