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 | $14,221 | $25,014-43.1% | $69,623-79.6% | $80,935-82.4% |
| Participation rate | 37.9% | 64.2%-26.3pp | 66.4%-28.5pp | 67.7%-29.7pp |
| Annual return | 9.33% | 19.08%-9.8pp | 101.23%-91.9pp | 35.66%-26.3pp |
| Employer contribution / active EE | $595 | $991-40.0% | $1,709-65.2% | $2,757-78.4% |
| Participant deferral / active EE | $1,388 | $1,840-24.5% | $2,890-52.0% | $4,299-67.7% |
| Admin fee / account holder | $3,283 | $2,491+31.8% | $4,696-30.1% | $6,924-52.6% |