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 | $25,176 | $47,105-46.6% | $68,368-63.2% | $67,986-63.0% |
| Participation rate | 37.5% | 51.8%-14.3pp | 73.8%-36.3pp | 57.2%-19.7pp |
| Annual return | 10.81% | 48.37%-37.6pp | 292.57%-281.8pp | 31.67%-20.9pp |
| Employer contribution / active EE | $400 | $1,859-78.5% | $2,649-84.9% | $2,019-80.2% |
| Participant deferral / active EE | $565 | $2,374-76.2% | $4,123-86.3% | $3,358-83.2% |
| Admin fee / account holder | $8,557 | $2,435+251.4% | $5,150+66.2% | $3,203+167.1% |