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 | $43,820 | $71,230-38.5% | $93,727-53.2% | $80,959-45.9% |
| Participation rate | 45.5% | 60.4%-14.9pp | 68.7%-23.3pp | 67.7%-22.2pp |
| Annual return | 7.18% | 11.26%-4.1pp | 133.83%-126.7pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,016 | $1,565-35.1% | $2,421-58.1% | $2,757-63.2% |
| Participant deferral / active EE | $3,147 | $4,037-22.1% | $4,417-28.8% | $4,300-26.8% |
| Admin fee / account holder | $6,127 | $6,961-12.0% | $8,292-26.1% | $6,925-11.5% |