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 | $22,909 | $58,258-60.7% | $81,820-72.0% | $80,925-71.7% |
| Participation rate | 56.9% | 63.5%-6.6pp | 72.4%-15.5pp | 67.7%-10.8pp |
| Annual return | 9.15% | 41.76%-32.6pp | 777.93%-768.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $620 | $2,345-73.6% | $2,915-78.7% | $2,756-77.5% |
| Participant deferral / active EE | $2,486 | $3,284-24.3% | $4,323-42.5% | $4,299-42.2% |
| Admin fee / account holder | $3,492 | $4,976-29.8% | $7,391-52.8% | $6,940-49.7% |