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 | $26,360 | $95,383-72.4% | $185,837-85.8% | $85,856-69.3% |
| Participation rate | 64.0% | 68.8%-4.8pp | 81.7%-17.7pp | 69.3%-5.3pp |
| Annual return | 11.25% | 23.59%-12.3pp | 122.08%-110.8pp | 318.58%-307.3pp |
| Employer contribution / active EE | $551 | $3,313-83.4% | $5,168-89.3% | $2,565-78.5% |
| Participant deferral / active EE | $4,363 | $3,423+27.4% | $5,568-21.6% | $3,952+10.4% |
| Admin fee / account holder | $5,486 | $7,213-23.9% | $16,241-66.2% | $6,261-12.4% |