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 | $14,900 | $36,948-59.7% | $73,658-79.8% | $87,485-83.0% |
| Participation rate | 18.7% | 46.8%-28.2pp | 57.0%-38.4pp | 68.9%-50.3pp |
| Annual return | 13.62% | 28.64%-15.0pp | 29.72%-16.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $332 | $670-50.4% | $1,032-67.8% | $2,596-87.2% |
| Participant deferral / active EE | $476 | $1,379-65.5% | $2,062-76.9% | $4,274-88.9% |
| Admin fee / account holder | $551 | $2,531-78.2% | $3,357-83.6% | $7,775-92.9% |