Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,789 | $41,016-51.8% | $152,093-87.0% | $64,097-69.1% |
| Participation rate | 23.4% | 51.3%-27.9pp | 77.8%-54.3pp | 55.2%-31.8pp |
| Annual return | 8.00% | 39.60%-31.6pp | 66.36%-58.4pp | 34.64%-26.6pp |
| Employer contribution / active EE | $427 | $1,342-68.2% | $4,175-89.8% | $1,891-77.4% |
| Participant deferral / active EE | $612 | $1,927-68.3% | $5,451-88.8% | $3,080-80.1% |
| Admin fee / account holder | $16,318 | $2,305+607.9% | $14,497+12.6% | $3,454+372.4% |