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 | $22,751 | $56,134-59.5% | $96,192-76.3% | $85,851-73.5% |
| Participation rate | 23.3% | 56.7%-33.4pp | 68.4%-45.1pp | 69.3%-46.0pp |
| Annual return | 7.74% | 42.30%-34.6pp | 192.09%-184.3pp | 318.63%-310.9pp |
| Employer contribution / active EE | $685 | $1,620-57.7% | $2,799-75.5% | $2,565-73.3% |
| Participant deferral / active EE | $1,571 | $2,858-45.0% | $4,351-63.9% | $3,952-60.2% |
| Admin fee / account holder | $2,740 | $3,769-27.3% | $5,539-50.5% | $6,261-56.2% |