Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $24,160 | $29,319-17.6% | $52,425-53.9% | $82,448-70.7% |
| Participation rate | 51.6% | 46.9%+4.8pp | 55.6%-4.0pp | 68.1%-16.5pp |
| Annual return | 12.63% | 535.20%-522.6pp | 302.12%-289.5pp | 41.64%-29.0pp |
| Employer contribution / active EE | $152 | $586-74.2% | $914-83.4% | $2,551-94.1% |
| Participant deferral / active EE | $919 | $1,171-21.5% | $1,790-48.7% | $4,139-77.8% |
| Admin fee / account holder | $2,456 | $1,962+25.1% | $2,495-1.6% | $7,234-66.1% |