Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,819 | $81,276-67.0% | $155,574-82.8% | $80,925-66.9% |
| Participation rate | 50.0% | 66.2%-16.2pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 7.72% | 33.36%-25.6pp | 64.87%-57.1pp | 35.65%-27.9pp |
| Employer contribution / active EE | $7,099 | $3,103+128.8% | $4,676+51.8% | $2,756+157.6% |
| Participant deferral / active EE | $4,293 | $3,453+24.3% | $5,629-23.7% | $4,299-0.1% |
| Admin fee / account holder | $12,645 | $7,993+58.2% | $15,914-20.5% | $6,940+82.2% |