Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,978 | $81,276-79.1% | $155,574-89.1% | $80,925-79.0% |
| Participation rate | 53.6% | 66.2%-12.7pp | 78.2%-24.6pp | 67.7%-14.1pp |
| Annual return | 9.98% | 33.36%-23.4pp | 64.87%-54.9pp | 35.65%-25.7pp |
| Employer contribution / active EE | $1,387 | $3,103-55.3% | $4,676-70.3% | $2,756-49.7% |
| Participant deferral / active EE | $2,247 | $3,453-34.9% | $5,629-60.1% | $4,299-47.7% |
| Admin fee / account holder | $1,162 | $7,993-85.5% | $15,914-92.7% | $6,940-83.3% |