Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,348 | $37,156-53.3% | $83,854-79.3% | $86,983-80.1% |
| Participation rate | 24.1% | 49.1%-24.9pp | 59.1%-35.0pp | 69.5%-45.4pp |
| Annual return | 10.39% | 29.88%-19.5pp | 31.39%-21.0pp | 25.83%-15.4pp |
| Employer contribution / active EE | $633 | $661-4.3% | $1,017-37.8% | $2,584-75.5% |
| Participant deferral / active EE | $1,392 | $1,418-1.8% | $2,035-31.6% | $4,194-66.8% |
| Admin fee / account holder | $2,361 | $2,510-5.9% | $3,197-26.2% | $7,856-70.0% |