Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,827 | $81,358-75.6% | $155,556-87.3% | $80,959-75.5% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 8.75% | 33.39%-24.6pp | 64.84%-56.1pp | 35.67%-26.9pp |
| Employer contribution / active EE | $887 | $3,106-71.4% | $4,675-81.0% | $2,757-67.8% |
| Participant deferral / active EE | $1,003 | $3,455-71.0% | $5,631-82.2% | $4,300-76.7% |
| Admin fee / account holder | $3,971 | $7,994-50.3% | $15,885-75.0% | $6,925-42.7% |