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 | $16,392 | $77,638-78.9% | $156,551-89.5% | $62,881-73.9% |
| Participation rate | 43.8% | 71.2%-27.4pp | 84.0%-40.2pp | 69.3%-25.5pp |
| Annual return | 3.93% | 50.33%-46.4pp | 32.23%-28.3pp | 20.14%-16.2pp |
| Employer contribution / active EE | $396 | $3,444-88.5% | $5,501-92.8% | $2,281-82.7% |
| Participant deferral / active EE | $915 | $3,046-69.9% | $4,871-81.2% | $3,203-71.4% |
| Admin fee / account holder | $5,927 | $5,561+6.6% | $13,028-54.5% | $4,296+38.0% |