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 | $22,594 | $161,352-86.0% | $134,172-83.2% | $137,256-83.5% |
| Participation rate | 35.7% | 78.3%-42.6pp | 72.5%-36.8pp | 80.0%-44.2pp |
| Annual return | 8.70% | 28.72%-20.0pp | 25.30%-16.6pp | 220.34%-211.6pp |
| Employer contribution / active EE | $848 | $4,099-79.3% | $3,420-75.2% | $4,156-79.6% |
| Participant deferral / active EE | $1,457 | $5,552-73.8% | $4,690-68.9% | $6,407-77.3% |
| Admin fee / account holder | $18,265 | $15,028+21.5% | $12,016+52.0% | $12,270+48.9% |