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 | $27,461 | $88,042-68.8% | $138,135-80.1% | $79,858-65.6% |
| Participation rate | 50.0% | 71.4%-21.4pp | 78.7%-28.7pp | 69.6%-19.6pp |
| Annual return | 0.77% | 20.58%-19.8pp | 20.51%-19.7pp | 31.72%-31.0pp |
| Employer contribution / active EE | $901 | $3,103-71.0% | $5,587-83.9% | $2,471-63.5% |
| Participant deferral / active EE | $1,926 | $4,704-59.1% | $6,431-70.1% | $3,740-48.5% |
| Admin fee / account holder | $4,233 | $7,791-45.7% | $11,856-64.3% | $5,306-20.2% |