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 | $17,281 | $86,050-79.9% | $189,758-90.9% | $94,015-81.6% |
| Participation rate | 57.7% | 68.9%-11.2pp | 79.8%-22.1pp | 70.8%-13.1pp |
| Annual return | 8.06% | 17.77%-9.7pp | 52.62%-44.6pp | 17.84%-9.8pp |
| Employer contribution / active EE | $644 | $2,819-77.2% | $4,767-86.5% | $2,790-76.9% |
| Participant deferral / active EE | $1,461 | $3,349-56.4% | $5,856-75.0% | $4,249-65.6% |
| Admin fee / account holder | $1,714 | $6,627-74.1% | $20,388-91.6% | $8,951-80.9% |