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 | $17,508 | $25,014-30.0% | $69,460-74.8% | $80,911-78.4% |
| Participation rate | 65.1% | 64.2%+0.9pp | 66.4%-1.3pp | 67.6%-2.5pp |
| Annual return | 10.26% | 19.08%-8.8pp | 100.80%-90.5pp | 35.63%-25.4pp |
| Employer contribution / active EE | $2,984 | $991+201.0% | $1,714+74.1% | $2,756+8.3% |
| Participant deferral / active EE | $1,835 | $1,839-0.2% | $2,890-36.5% | $4,297-57.3% |
| Admin fee / account holder | $711 | $2,491-71.5% | $4,695-84.9% | $6,935-89.7% |