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 | $25,772 | $81,233-68.3% | $155,567-83.4% | $80,874-68.1% |
| Participation rate | 36.7% | 66.2%-29.6pp | 78.2%-41.5pp | 67.6%-31.0pp |
| Annual return | 10.54% | 33.33%-22.8pp | 64.74%-54.2pp | 35.62%-25.1pp |
| Employer contribution / active EE | $1,052 | $3,101-66.1% | $4,674-77.5% | $2,756-61.8% |
| Participant deferral / active EE | $2,133 | $3,452-38.2% | $5,628-62.1% | $4,297-50.4% |
| Admin fee / account holder | $712 | $7,998-91.1% | $15,916-95.5% | $6,935-89.7% |