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 | $18,753 | $56,894-67.0% | $84,753-77.9% | $62,881-70.2% |
| Participation rate | 32.0% | 68.5%-36.5pp | 76.6%-44.6pp | 69.3%-37.3pp |
| Annual return | 2.55% | 6.30%-3.8pp | 22.78%-20.2pp | 20.14%-17.6pp |
| Employer contribution / active EE | $7,479 | $2,400+211.7% | $3,574+109.2% | $2,281+227.9% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9,668 | $3,581+170.0% | $5,333+81.3% | $4,296+125.1% |