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 | $31,319 | $69,273-54.8% | $90,796-65.5% | $82,637-62.1% |
| Participation rate | 34.2% | 64.0%-29.9pp | 69.5%-35.3pp | 68.1%-33.9pp |
| Annual return | 9.66% | 18.37%-8.7pp | 19.29%-9.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $1,152 | $1,865-38.2% | $2,294-49.8% | $2,552-54.9% |
| Participant deferral / active EE | $1,337 | $3,047-56.1% | $3,822-65.0% | $4,126-67.6% |
| Admin fee / account holder | $19,338 | $5,511+250.9% | $7,024+175.3% | $7,339+163.5% |