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 | $23,180 | $48,364-52.1% | $71,796-67.7% | $62,881-63.1% |
| Participation rate | 58.1% | 60.6%-2.6pp | 69.1%-11.0pp | 69.3%-11.2pp |
| Annual return | 0.40% | 13.16%-12.8pp | 78.04%-77.6pp | 20.14%-19.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,341 | $2,091-35.9% | $2,794-52.0% | $3,203-58.1% |
| Admin fee / account holder | $1,888 | $3,771-49.9% | $4,815-60.8% | $4,296-56.1% |