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 | $38,903 | $78,013-50.1% | $178,449-78.2% | $80,911-51.9% |
| Participation rate | 62.3% | 65.7%-3.4pp | 77.1%-14.8pp | 67.6%-5.4pp |
| Annual return | 9.84% | 18.07%-8.2pp | 27.09%-17.2pp | 35.63%-25.8pp |
| Employer contribution / active EE | $1,734 | $2,287-24.2% | $3,951-56.1% | $2,756-37.1% |
| Participant deferral / active EE | $3,547 | $4,408-19.5% | $6,277-43.5% | $4,297-17.5% |
| Admin fee / account holder | $8,217 | $7,166+14.7% | $10,362-20.7% | $6,935+18.5% |