Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,882 | $73,787-67.6% | $98,716-75.8% | $82,448-71.0% |
| Participation rate | 13.5% | 61.4%-47.9pp | 69.3%-55.8pp | 68.1%-54.6pp |
| Annual return | 10.48% | 18.57%-8.1pp | 31.81%-21.3pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,020 | $1,511-32.5% | $2,279-55.2% | $2,551-60.0% |
| Participant deferral / active EE | $1,817 | $3,081-41.0% | $4,048-55.1% | $4,139-56.1% |
| Admin fee / account holder | $16,628 | $6,500+155.8% | $8,703+91.1% | $7,234+129.8% |