Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $23,467 | $29,319-20.0% | $52,425-55.2% | $82,448-71.5% |
| Participation rate | 57.6% | 46.9%+10.7pp | 55.6%+2.0pp | 68.1%-10.5pp |
| Annual return | 13.46% | 535.20%-521.7pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,143 | $586+94.8% | $914+25.0% | $2,551-55.2% |
| Participant deferral / active EE | $3,272 | $1,171+179.4% | $1,790+82.8% | $4,139-20.9% |
| Admin fee / account holder | $30,577 | $1,962+1458.3% | $2,495+1125.6% | $7,234+322.7% |