Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,666 | $72,272-63.1% | $101,264-73.7% | $79,858-66.6% |
| Participation rate | 18.3% | 68.5%-50.1pp | 75.8%-57.5pp | 69.6%-51.3pp |
| Annual return | 8.45% | 22.30%-13.8pp | 46.48%-38.0pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,467 | $3,282-55.3% | $4,370-66.4% | $3,740-60.8% |
| Admin fee / account holder | $3,289 | $4,401-25.3% | $5,947-44.7% | $5,306-38.0% |