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 | $81,331-68.3% | $155,534-83.4% | $80,935-68.2% |
| Participation rate | 36.7% | 66.3%-29.6pp | 78.2%-41.6pp | 67.7%-31.0pp |
| Annual return | 10.54% | 33.37%-22.8pp | 64.92%-54.4pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,052 | $3,105-66.1% | $4,675-77.5% | $2,757-61.8% |
| Participant deferral / active EE | $2,133 | $3,454-38.3% | $5,630-62.1% | $4,299-50.4% |
| Admin fee / account holder | $712 | $7,999-91.1% | $15,900-95.5% | $6,924-89.7% |