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 | $22,044 | $50,554-56.4% | $67,681-67.4% | $87,485-74.8% |
| Participation rate | 44.0% | 67.7%-23.7pp | 73.7%-29.7pp | 68.9%-24.9pp |
| Annual return | 9.97% | 17.81%-7.8pp | 590.58%-580.6pp | 26.06%-16.1pp |
| Employer contribution / active EE | $1,581 | $1,988-20.5% | $2,678-41.0% | $2,596-39.1% |
| Participant deferral / active EE | $0 | $2,961-100.0% | $3,976-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,168 | $4,132-71.7% | $6,100-80.9% | $7,775-85.0% |