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 | $16,885 | $64,920-74.0% | $103,693-83.7% | $86,983-80.6% |
| Participation rate | 32.1% | 63.6%-31.4pp | 72.6%-40.5pp | 69.5%-37.4pp |
| Annual return | 10.24% | 30.29%-20.0pp | 47.61%-37.4pp | 25.83%-15.6pp |
| Employer contribution / active EE | $1,132 | $2,141-47.1% | $2,920-61.2% | $2,584-56.2% |
| Participant deferral / active EE | $1,719 | $3,241-47.0% | $4,579-62.5% | $4,194-59.0% |
| Admin fee / account holder | $1,768 | $6,191-71.4% | $7,858-77.5% | $7,856-77.5% |