Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,344 | $68,852-66.1% | $120,524-80.6% | $80,925-71.2% |
| Participation rate | 56.7% | 61.6%-5.0pp | 71.9%-15.3pp | 67.7%-11.0pp |
| Annual return | 10.03% | 23.67%-13.6pp | 107.36%-97.3pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,586 | $2,063-23.1% | $3,469-54.3% | $2,756-42.5% |
| Participant deferral / active EE | $2,742 | $3,187-14.0% | $4,994-45.1% | $4,299-36.2% |
| Admin fee / account holder | $374 | $5,781-93.5% | $9,440-96.0% | $6,940-94.6% |