Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,332 | $58,258-63.4% | $81,820-73.9% | $80,925-73.6% |
| Participation rate | 53.6% | 63.5%-9.9pp | 72.4%-18.8pp | 67.7%-14.1pp |
| Annual return | 7.33% | 41.76%-34.4pp | 777.93%-770.6pp | 35.65%-28.3pp |
| Employer contribution / active EE | $1,686 | $2,345-28.1% | $2,915-42.2% | $2,756-38.8% |
| Participant deferral / active EE | $2,553 | $3,284-22.3% | $4,323-41.0% | $4,299-40.6% |
| Admin fee / account holder | $4,208 | $4,976-15.4% | $7,391-43.1% | $6,940-39.4% |