Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,505 | $62,592-64.0% | $85,709-73.7% | $85,847-73.8% |
| Participation rate | 55.2% | 61.1%-6.0pp | 69.9%-14.7pp | 69.3%-14.1pp |
| Annual return | 10.46% | 23.77%-13.3pp | 21.49%-11.0pp | 318.61%-308.1pp |
| Employer contribution / active EE | $1,420 | $1,755-19.1% | $2,619-45.8% | $2,565-44.6% |
| Participant deferral / active EE | $2,753 | $2,802-1.8% | $3,924-29.8% | $3,952-30.3% |
| Admin fee / account holder | $3,112 | $4,643-33.0% | $6,876-54.7% | $6,261-50.3% |