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 | $25,010 | $84,236-70.3% | $170,435-85.3% | $70,126-64.3% |
| Participation rate | 53.2% | 70.8%-17.6pp | 83.6%-30.4pp | 69.5%-16.3pp |
| Annual return | 10.96% | 23.06%-12.1pp | 205.94%-195.0pp | 73.15%-62.2pp |
| Employer contribution / active EE | $548 | $3,387-83.8% | $5,432-89.9% | $2,343-76.6% |
| Participant deferral / active EE | $1,675 | $3,086-45.7% | $4,939-66.1% | $3,332-49.7% |
| Admin fee / account holder | $4,480 | $5,698-21.4% | $13,881-67.7% | $4,645-3.6% |