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 | $23,890 | $57,312-58.3% | $86,617-72.4% | $75,181-68.2% |
| Participation rate | 67.0% | 63.2%+3.8pp | 71.7%-4.7pp | 67.2%-0.2pp |
| Annual return | 12.86% | 2672.78%-2659.9pp | 591.91%-579.1pp | 160.69%-147.8pp |
| Employer contribution / active EE | $1,032 | $2,315-55.4% | $3,023-65.9% | $2,671-61.4% |
| Participant deferral / active EE | $1,437 | $3,319-56.7% | $4,437-67.6% | $4,126-65.2% |
| Admin fee / account holder | $1,134 | $4,114-72.4% | $5,613-79.8% | $5,650-79.9% |