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 | $21,150 | $36,948-42.8% | $73,658-71.3% | $87,485-75.8% |
| Participation rate | 45.7% | 46.8%-1.1pp | 57.0%-11.3pp | 68.9%-23.2pp |
| Annual return | 10.45% | 28.64%-18.2pp | 29.72%-19.3pp | 26.06%-15.6pp |
| Employer contribution / active EE | $1,051 | $670+56.9% | $1,032+1.8% | $2,596-59.5% |
| Participant deferral / active EE | $1,739 | $1,379+26.1% | $2,062-15.6% | $4,274-59.3% |
| Admin fee / account holder | $5,030 | $2,531+98.8% | $3,357+49.9% | $7,775-35.3% |