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 | $23,017 | $73,988-68.9% | $96,538-76.2% | $75,177-69.4% |
| Participation rate | 57.1% | 66.4%-9.3pp | 74.3%-17.2pp | 67.2%-10.1pp |
| Annual return | 10.97% | 26.73%-15.8pp | 35.74%-24.8pp | 160.75%-149.8pp |
| Employer contribution / active EE | $1,214 | $2,930-58.6% | $3,740-67.5% | $2,671-54.5% |
| Participant deferral / active EE | $3,110 | $3,660-15.0% | $4,880-36.3% | $4,126-24.6% |
| Admin fee / account holder | $9,242 | $5,220+77.1% | $6,737+37.2% | $5,651+63.5% |