Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,326 | $84,953-70.2% | $163,379-84.5% | $82,637-69.4% |
| Participation rate | 47.6% | 65.9%-18.3pp | 76.8%-29.2pp | 68.1%-20.4pp |
| Annual return | 8.67% | 23.07%-14.4pp | 63.41%-54.7pp | 53.51%-44.8pp |
| Employer contribution / active EE | $1,191 | $2,183-45.4% | $3,752-68.2% | $2,552-53.3% |
| Participant deferral / active EE | $1,817 | $4,326-58.0% | $6,282-71.1% | $4,126-56.0% |
| Admin fee / account holder | $22,772 | $7,921+187.5% | $9,818+131.9% | $7,339+210.3% |