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 | $62,796 | $69,273-9.4% | $90,796-30.8% | $82,637-24.0% |
| Participation rate | 40.0% | 64.0%-24.0pp | 69.5%-29.5pp | 68.1%-28.1pp |
| Annual return | 10.51% | 18.37%-7.9pp | 19.29%-8.8pp | 53.51%-43.0pp |
| Employer contribution / active EE | $1,027 | $1,865-45.0% | $2,294-55.2% | $2,552-59.8% |
| Participant deferral / active EE | $1,961 | $3,047-35.7% | $3,822-48.7% | $4,126-52.5% |
| Admin fee / account holder | $63,787 | $5,511+1057.5% | $7,024+808.2% | $7,339+769.2% |