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 | $23,583 | $81,331-71.0% | $155,534-84.8% | $80,935-70.9% |
| Participation rate | 64.1% | 66.3%-2.2pp | 78.2%-14.1pp | 67.7%-3.6pp |
| Annual return | 10.09% | 33.37%-23.3pp | 64.92%-54.8pp | 35.66%-25.6pp |
| Employer contribution / active EE | $830 | $3,105-73.3% | $4,675-82.3% | $2,757-69.9% |
| Participant deferral / active EE | $2,085 | $3,454-39.6% | $5,630-63.0% | $4,299-51.5% |
| Admin fee / account holder | $9,933 | $7,999+24.2% | $15,900-37.5% | $6,924+43.4% |