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 | $26,306 | $51,207-48.6% | $70,565-62.7% | $71,529-63.2% |
| Participation rate | 40.6% | 59.4%-18.7pp | 68.4%-27.7pp | 67.9%-27.3pp |
| Annual return | 9.95% | 42.71%-32.8pp | 32.79%-22.8pp | 28.97%-19.0pp |
| Employer contribution / active EE | $687 | $1,795-61.7% | $2,976-76.9% | $2,590-73.5% |
| Participant deferral / active EE | $1,881 | $3,033-38.0% | $4,568-58.8% | $4,291-56.2% |
| Admin fee / account holder | $417 | $2,002-79.2% | $6,430-93.5% | $1,588-73.8% |