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 | $43,163 | $110,212-60.8% | $96,534-55.3% | $139,466-69.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 9.53% | 26.42%-16.9pp | 25.88%-16.4pp | 373.66%-364.1pp |
| Employer contribution / active EE | $1,057 | $3,620-70.8% | $2,965-64.4% | $4,754-77.8% |
| Participant deferral / active EE | $1,706 | $5,547-69.2% | $4,851-64.8% | $6,712-74.6% |
| Admin fee / account holder | $13,028 | $11,599+12.3% | $8,253+57.9% | $11,409+14.2% |