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 | $17,802 | $48,337-63.2% | $67,560-73.7% | $80,959-78.0% |
| Participation rate | 63.3% | 66.4%-3.2pp | 72.9%-9.7pp | 67.7%-4.4pp |
| Annual return | 10.42% | 18.26%-7.8pp | 3533.50%-3523.1pp | 35.67%-25.3pp |
| Employer contribution / active EE | $514 | $2,023-74.6% | $2,737-81.2% | $2,757-81.3% |
| Participant deferral / active EE | $2,241 | $2,928-23.5% | $4,004-44.0% | $4,300-47.9% |
| Admin fee / account holder | $4,617 | $3,695+24.9% | $3,994+15.6% | $6,925-33.3% |