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 | $19,266 | $55,930-65.6% | $76,089-74.7% | $80,925-76.2% |
| Participation rate | 52.8% | 62.1%-9.3pp | 69.1%-16.3pp | 67.7%-14.9pp |
| Annual return | 8.12% | 20.58%-12.5pp | 360.94%-352.8pp | 35.65%-27.5pp |
| Employer contribution / active EE | $731 | $1,866-60.8% | $2,690-72.8% | $2,756-73.5% |
| Participant deferral / active EE | $1,072 | $3,051-64.8% | $4,259-74.8% | $4,299-75.1% |
| Admin fee / account holder | $11,229 | $5,241+114.3% | $6,418+75.0% | $6,940+61.8% |