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 | $75,541-77.1% | $152,093-88.6% | $82,637-79.1% |
| Participation rate | 57.7% | 66.5%-8.8pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 8.06% | 32.56%-24.5pp | 66.36%-58.3pp | 53.51%-45.5pp |
| Employer contribution / active EE | $644 | $2,622-75.5% | $4,175-84.6% | $2,552-74.8% |
| Participant deferral / active EE | $1,461 | $3,206-54.4% | $5,451-73.2% | $4,126-64.6% |
| Admin fee / account holder | $1,714 | $6,405-73.2% | $14,497-88.2% | $7,339-76.6% |