Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,736 | $81,331-75.7% | $155,534-87.3% | $80,935-75.6% |
| Participation rate | 56.3% | 66.3%-10.0pp | 78.2%-22.0pp | 67.7%-11.4pp |
| Annual return | 9.55% | 33.37%-23.8pp | 64.92%-55.4pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,164 | $3,105-62.5% | $4,675-75.1% | $2,757-57.8% |
| Participant deferral / active EE | $1,787 | $3,454-48.3% | $5,630-68.3% | $4,299-58.4% |
| Admin fee / account holder | $3,150 | $7,999-60.6% | $15,900-80.2% | $6,924-54.5% |