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 | $21,058 | $36,767-42.7% | $81,473-74.2% | $62,293-66.2% |
| Participation rate | 12.4% | 54.4%-42.0pp | 68.0%-55.6pp | 69.5%-57.1pp |
| Annual return | 13.53% | 173.80%-160.3pp | 38.78%-25.3pp | 28.90%-15.4pp |
| Employer contribution / active EE | $370 | $1,128-67.2% | $2,568-85.6% | $2,042-81.9% |
| Participant deferral / active EE | $697 | $2,111-67.0% | $3,537-80.3% | $3,169-78.0% |
| Admin fee / account holder | $4,099 | $797+414.2% | $4,561-10.1% | $479+755.1% |