Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,196 | $58,057-60.0% | $97,032-76.1% | $86,983-73.3% |
| Participation rate | 15.2% | 60.4%-45.2pp | 71.6%-56.4pp | 69.5%-54.4pp |
| Annual return | 8.61% | 22.26%-13.6pp | 35.38%-26.8pp | 25.83%-17.2pp |
| Employer contribution / active EE | $641 | $1,663-61.5% | $2,629-75.6% | $2,584-75.2% |
| Participant deferral / active EE | $962 | $3,244-70.3% | $4,672-79.4% | $4,194-77.0% |
| Admin fee / account holder | $2,877 | $4,839-40.5% | $9,418-69.4% | $7,856-63.4% |