Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $41,574 | $63,773-34.8% | $81,286-48.9% | $80,925-48.6% |
| Participation rate | 43.6% | 63.9%-20.3pp | 69.5%-25.9pp | 67.7%-24.1pp |
| Annual return | 7.25% | 16.37%-9.1pp | 24.80%-17.5pp | 35.65%-28.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,294 | $3,093-25.9% | $3,883-40.9% | $4,299-46.6% |
| Admin fee / account holder | $6,472 | $5,682+13.9% | $5,764+12.3% | $6,940-6.7% |