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 | $20,138 | $36,948-45.5% | $73,658-72.7% | $87,485-77.0% |
| Participation rate | 19.6% | 46.8%-27.2pp | 57.0%-37.4pp | 68.9%-49.3pp |
| Annual return | 8.62% | 28.64%-20.0pp | 29.72%-21.1pp | 26.06%-17.4pp |
| Employer contribution / active EE | $307 | $670-54.1% | $1,032-70.2% | $2,596-88.2% |
| Participant deferral / active EE | $436 | $1,379-68.4% | $2,062-78.9% | $4,274-89.8% |
| Admin fee / account holder | $952 | $2,531-62.4% | $3,357-71.6% | $7,775-87.8% |