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 | $19,781 | $75,541-73.8% | $152,093-87.0% | $82,637-76.1% |
| Participation rate | 66.7% | 66.5%+0.1pp | 77.8%-11.1pp | 68.1%-1.4pp |
| Annual return | 5.48% | 32.56%-27.1pp | 66.36%-60.9pp | 53.51%-48.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,508 | $3,206+9.4% | $5,451-35.7% | $4,126-15.0% |
| Admin fee / account holder | $9,262 | $6,405+44.6% | $14,497-36.1% | $7,339+26.2% |