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 | $17,254 | $100,970-82.9% | $96,576-82.1% | $137,256-87.4% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 4.79% | 38.16%-33.4pp | 38.47%-33.7pp | 220.34%-215.6pp |
| Employer contribution / active EE | $488 | $3,809-87.2% | $3,553-86.3% | $4,156-88.2% |
| Participant deferral / active EE | $3,138 | $8,286-62.1% | $7,956-60.6% | $6,407-51.0% |
| Admin fee / account holder | $2,131 | $11,312-81.2% | $11,381-81.3% | $12,270-82.6% |