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 | $20,547 | $81,358-74.7% | $155,556-86.8% | $80,959-74.6% |
| Participation rate | 42.6% | 66.3%-23.6pp | 78.2%-35.6pp | 67.7%-25.0pp |
| Annual return | 7.89% | 33.39%-25.5pp | 64.84%-57.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $642 | $3,106-79.3% | $4,675-86.3% | $2,757-76.7% |
| Participant deferral / active EE | $1,401 | $3,455-59.4% | $5,631-75.1% | $4,300-67.4% |
| Admin fee / account holder | $8,151 | $7,994+2.0% | $15,885-48.7% | $6,925+17.7% |