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 | $22,370 | $110,379-79.7% | $102,412-78.2% | $145,884-84.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 4.38% | 24.84%-20.5pp | 24.94%-20.6pp | 551.85%-547.5pp |
| Employer contribution / active EE | $1,512 | $4,216-64.1% | $3,870-60.9% | $4,662-67.6% |
| Participant deferral / active EE | $2,816 | $5,622-49.9% | $5,060-44.3% | $6,690-57.9% |
| Admin fee / account holder | $26,891 | $9,745+175.9% | $8,388+220.6% | $13,392+100.8% |