Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,481 | $58,311-61.4% | $81,882-72.5% | $80,959-72.2% |
| Participation rate | 40.3% | 63.5%-23.2pp | 72.4%-32.1pp | 67.7%-27.4pp |
| Annual return | 8.39% | 41.85%-33.5pp | 779.47%-771.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $343 | $2,347-85.4% | $2,916-88.2% | $2,757-87.6% |
| Participant deferral / active EE | $1,164 | $3,287-64.6% | $4,323-73.1% | $4,300-72.9% |
| Admin fee / account holder | $3,120 | $4,752-34.4% | $7,360-57.6% | $6,925-55.0% |