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 | $15,622 | $37,446-58.3% | $77,513-79.8% | $79,852-80.4% |
| Participation rate | 35.8% | 41.5%-5.7pp | 54.2%-18.3pp | 69.6%-33.8pp |
| Annual return | 10.11% | 39.76%-29.6pp | 54.81%-44.7pp | 31.72%-21.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $339 | $1,261-73.1% | $1,861-81.8% | $3,740-90.9% |
| Admin fee / account holder | $1,600 | $2,506-36.2% | $2,859-44.0% | $5,306-69.8% |