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 | $17,247 | $60,442-71.5% | $96,754-82.2% | $87,485-80.3% |
| Participation rate | 34.3% | 58.7%-24.4pp | 70.3%-36.0pp | 68.9%-34.6pp |
| Annual return | 4.89% | 21.97%-17.1pp | 82.04%-77.1pp | 26.06%-21.2pp |
| Employer contribution / active EE | $398 | $1,691-76.5% | $2,679-85.2% | $2,596-84.7% |
| Participant deferral / active EE | $910 | $3,280-72.3% | $4,758-80.9% | $4,274-78.7% |
| Admin fee / account holder | $393 | $5,069-92.2% | $8,905-95.6% | $7,775-94.9% |