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 | $16,601 | $81,331-79.6% | $155,534-89.3% | $80,935-79.5% |
| Participation rate | 69.2% | 66.3%+3.0pp | 78.2%-9.0pp | 67.7%+1.6pp |
| Annual return | 5.61% | 33.37%-27.8pp | 64.92%-59.3pp | 35.66%-30.1pp |
| Employer contribution / active EE | $8,065 | $3,105+159.8% | $4,675+72.5% | $2,757+192.6% |
| Participant deferral / active EE | $1,358 | $3,454-60.7% | $5,630-75.9% | $4,299-68.4% |
| Admin fee / account holder | $1,752 | $7,999-78.1% | $15,900-89.0% | $6,924-74.7% |