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 | $24,429 | $51,638-52.7% | $68,368-64.3% | $82,448-70.4% |
| Participation rate | 63.0% | 63.6%-0.6pp | 73.8%-10.8pp | 68.1%-5.1pp |
| Annual return | 5.71% | 37.53%-31.8pp | 292.57%-286.9pp | 41.64%-35.9pp |
| Employer contribution / active EE | $1,107 | $2,047-45.9% | $2,649-58.2% | $2,551-56.6% |
| Participant deferral / active EE | $2,815 | $2,914-3.4% | $4,123-31.7% | $4,139-32.0% |
| Admin fee / account holder | $784 | $4,643-83.1% | $5,150-84.8% | $7,234-89.2% |