Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $24,164 | $48,364-50.0% | $71,796-66.3% | $62,881-61.6% |
| Participation rate | 41.5% | 60.6%-19.1pp | 69.1%-27.6pp | 69.3%-27.8pp |
| Annual return | 3.75% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,978 | $2,091-5.4% | $2,794-29.2% | $3,203-38.3% |
| Admin fee / account holder | $3,342 | $3,771-11.4% | $4,815-30.6% | $4,296-22.2% |