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 | $27,743 | $48,337-42.6% | $67,560-58.9% | $80,959-65.7% |
| Participation rate | 61.5% | 66.4%-4.9pp | 72.9%-11.4pp | 67.7%-6.1pp |
| Annual return | 11.09% | 18.26%-7.2pp | 3533.50%-3522.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,761 | $2,928+28.4% | $4,004-6.1% | $4,300-12.5% |
| Admin fee / account holder | $4,057 | $3,695+9.8% | $3,994+1.6% | $6,925-41.4% |