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 | $8,856 | $57,073-84.5% | $85,126-89.6% | $80,925-89.1% |
| Participation rate | 48.1% | 56.4%-8.3pp | 67.5%-19.4pp | 67.7%-19.5pp |
| Annual return | 10.01% | 21.69%-11.7pp | 66.63%-56.6pp | 35.65%-25.6pp |
| Employer contribution / active EE | $2,410 | $1,801+33.8% | $2,731-11.8% | $2,756-12.6% |
| Participant deferral / active EE | $2,350 | $3,113-24.5% | $4,523-48.0% | $4,299-45.3% |
| Admin fee / account holder | $3,831 | $4,988-23.2% | $6,160-37.8% | $6,940-44.8% |