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 | $22,851 | $48,337-52.7% | $67,560-66.2% | $80,959-71.8% |
| Participation rate | 47.3% | 66.4%-19.1pp | 72.9%-25.6pp | 67.7%-20.4pp |
| Annual return | 10.11% | 18.26%-8.2pp | 3533.50%-3523.4pp | 35.67%-25.6pp |
| Employer contribution / active EE | $1,180 | $2,023-41.6% | $2,737-56.9% | $2,757-57.2% |
| Participant deferral / active EE | $1,637 | $2,928-44.1% | $4,004-59.1% | $4,300-61.9% |
| Admin fee / account holder | $6,415 | $3,695+73.6% | $3,994+60.6% | $6,925-7.4% |