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 | $23,169 | $57,065-59.4% | $75,670-69.4% | $70,131-67.0% |
| Participation rate | 66.7% | 68.1%-1.4pp | 72.3%-5.7pp | 69.5%-2.9pp |
| Annual return | 11.46% | 23.57%-12.1pp | 27.34%-15.9pp | 73.14%-61.7pp |
| Employer contribution / active EE | $796 | $1,817-56.2% | $2,352-66.1% | $2,342-66.0% |
| Participant deferral / active EE | $2,283 | $2,580-11.5% | $3,142-27.4% | $3,332-31.5% |
| Admin fee / account holder | $726 | $3,825-81.0% | $5,800-87.5% | $4,645-84.4% |