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 | $29,501 | $75,541-60.9% | $152,093-80.6% | $82,637-64.3% |
| Participation rate | 68.2% | 66.5%+1.6pp | 77.8%-9.6pp | 68.1%+0.1pp |
| Annual return | 9.88% | 32.56%-22.7pp | 66.36%-56.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $1,162 | $2,622-55.7% | $4,175-72.2% | $2,552-54.5% |
| Participant deferral / active EE | $3,372 | $3,206+5.2% | $5,451-38.1% | $4,126-18.3% |
| Admin fee / account holder | $6,734 | $6,405+5.1% | $14,497-53.5% | $7,339-8.2% |