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 | $26,064 | $78,027-66.6% | $178,528-85.4% | $80,925-67.8% |
| Participation rate | 61.5% | 65.7%-4.1pp | 77.1%-15.6pp | 67.7%-6.1pp |
| Annual return | 9.87% | 18.09%-8.2pp | 27.11%-17.2pp | 35.65%-25.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,001 | $4,408-54.6% | $6,278-68.1% | $4,299-53.4% |
| Admin fee / account holder | $499 | $7,168-93.0% | $10,419-95.2% | $6,940-92.8% |