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 | $23,801 | $73,787-67.7% | $98,716-75.9% | $82,448-71.1% |
| Participation rate | 59.5% | 61.4%-1.9pp | 69.3%-9.8pp | 68.1%-8.6pp |
| Annual return | 11.82% | 18.57%-6.7pp | 31.81%-20.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,798 | $1,511+19.0% | $2,279-21.1% | $2,551-29.5% |
| Participant deferral / active EE | $2,664 | $3,081-13.5% | $4,048-34.2% | $4,139-35.6% |
| Admin fee / account holder | $14,041 | $6,500+116.0% | $8,703+61.3% | $7,234+94.1% |