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 | $18,904 | $77,814-75.7% | $158,223-88.1% | $86,983-78.3% |
| Participation rate | 6.3% | 68.4%-62.1pp | 79.2%-72.9pp | 69.5%-63.2pp |
| Annual return | 8.06% | 30.54%-22.5pp | 52.09%-44.0pp | 25.83%-17.8pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $941 | $3,270-71.2% | $5,467-82.8% | $4,194-77.6% |
| Admin fee / account holder | $5,041 | $5,879-14.3% | $16,047-68.6% | $7,856-35.8% |