Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,200 | $77,460-59.7% | $100,378-68.9% | $80,925-61.4% |
| Participation rate | 60.4% | 76.9%-16.6pp | 81.5%-21.1pp | 67.7%-7.3pp |
| Annual return | 10.62% | 37.24%-26.6pp | 49.41%-38.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $2,375 | $2,801-15.2% | $3,942-39.8% | $2,756-13.8% |
| Participant deferral / active EE | $4,132 | $6,818-39.4% | $8,087-48.9% | $4,299-3.9% |
| Admin fee / account holder | $2,624 | $5,887-55.4% | $7,899-66.8% | $6,940-62.2% |