Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,315 | $58,848-72.3% | $88,179-81.5% | $82,637-80.3% |
| Participation rate | 48.4% | 57.9%-9.5pp | 69.1%-20.8pp | 68.1%-19.7pp |
| Annual return | 7.81% | 22.76%-14.9pp | 64.97%-57.2pp | 53.51%-45.7pp |
| Employer contribution / active EE | $456 | $1,678-72.8% | $2,549-82.1% | $2,552-82.1% |
| Participant deferral / active EE | $1,368 | $3,124-56.2% | $4,614-70.4% | $4,126-66.8% |
| Admin fee / account holder | $4,966 | $4,795+3.6% | $7,673-35.3% | $7,339-32.3% |