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 | $17,212 | $75,541-77.2% | $152,093-88.7% | $82,637-79.2% |
| Participation rate | 29.0% | 66.5%-37.5pp | 77.8%-48.7pp | 68.1%-39.0pp |
| Annual return | 11.84% | 32.56%-20.7pp | 66.36%-54.5pp | 53.51%-41.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,640 | $3,206-17.6% | $5,451-51.6% | $4,126-36.0% |
| Admin fee / account holder | $3,667 | $6,405-42.8% | $14,497-74.7% | $7,339-50.0% |