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 | $42,417 | $58,848-27.9% | $88,179-51.9% | $82,637-48.7% |
| Participation rate | 51.4% | 57.9%-6.5pp | 69.1%-17.8pp | 68.1%-16.7pp |
| Annual return | 12.39% | 22.76%-10.4pp | 64.97%-52.6pp | 53.51%-41.1pp |
| Employer contribution / active EE | $1,304 | $1,678-22.3% | $2,549-48.8% | $2,552-48.9% |
| Participant deferral / active EE | $3,219 | $3,124+3.1% | $4,614-30.2% | $4,126-22.0% |
| Admin fee / account holder | $1,098 | $4,795-77.1% | $7,673-85.7% | $7,339-85.0% |