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 | $16,351 | $81,358-79.9% | $155,556-89.5% | $80,959-79.8% |
| Participation rate | 51.9% | 66.3%-14.4pp | 78.2%-26.3pp | 67.7%-15.8pp |
| Annual return | 6.42% | 33.39%-27.0pp | 64.84%-58.4pp | 35.67%-29.2pp |
| Employer contribution / active EE | $1,019 | $3,106-67.2% | $4,675-78.2% | $2,757-63.0% |
| Participant deferral / active EE | $1,717 | $3,455-50.3% | $5,631-69.5% | $4,300-60.1% |
| Admin fee / account holder | $4,069 | $7,994-49.1% | $15,885-74.4% | $6,925-41.2% |