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 | $28,503 | $117,895-75.8% | $102,460-72.2% | $145,897-80.5% |
| Participation rate | 52.9% | 78.6%-25.7pp | 76.5%-23.6pp | 80.3%-27.4pp |
| Annual return | 7.40% | 31.92%-24.5pp | 29.47%-22.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $1,419 | $3,619-60.8% | $3,025-53.1% | $4,663-69.6% |
| Participant deferral / active EE | $4,627 | $5,736-19.3% | $5,056-8.5% | $6,689-30.8% |
| Admin fee / account holder | $716 | $13,353-94.6% | $9,460-92.4% | $13,390-94.7% |