Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,002 | $78,690-69.5% | $161,489-85.1% | $87,485-72.6% |
| Participation rate | 60.7% | 67.5%-6.8pp | 78.7%-18.0pp | 68.9%-8.2pp |
| Annual return | 11.80% | 32.74%-20.9pp | 89.72%-77.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,968 | $3,311-40.6% | $5,630-65.0% | $4,274-53.9% |
| Admin fee / account holder | $4,003 | $6,724-40.5% | $16,006-75.0% | $7,775-48.5% |