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 | $17,988 | $44,746-59.8% | $88,179-79.6% | $64,097-71.9% |
| Participation rate | 14.9% | 39.8%-24.9pp | 69.1%-54.2pp | 55.2%-40.3pp |
| Annual return | 9.54% | 24.70%-15.2pp | 64.97%-55.4pp | 34.64%-25.1pp |
| Employer contribution / active EE | $248 | $1,078-77.0% | $2,549-90.3% | $1,891-86.9% |
| Participant deferral / active EE | $679 | $2,072-67.2% | $4,614-85.3% | $3,080-77.9% |
| Admin fee / account holder | $7,073 | $3,437+105.8% | $7,673-7.8% | $3,454+104.7% |