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 | $22,077 | $54,679-59.6% | $76,119-71.0% | $74,459-70.3% |
| Participation rate | 33.1% | 60.3%-27.2pp | 69.1%-36.0pp | 67.2%-34.1pp |
| Annual return | 10.73% | 31.90%-21.2pp | 361.25%-350.5pp | 1369.70%-1359.0pp |
| Employer contribution / active EE | $658 | $1,781-63.1% | $2,693-75.6% | $2,626-75.0% |
| Participant deferral / active EE | $1,050 | $3,072-65.8% | $4,259-75.3% | $4,350-75.8% |
| Admin fee / account holder | $2,199 | $2,238-1.7% | $6,421-65.8% | $1,945+13.1% |