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 | $27,417 | $77,814-64.8% | $158,223-82.7% | $86,983-68.5% |
| Participation rate | 50.6% | 68.4%-17.8pp | 79.2%-28.6pp | 69.5%-18.9pp |
| Annual return | 10.65% | 30.54%-19.9pp | 52.09%-41.4pp | 25.83%-15.2pp |
| Employer contribution / active EE | $922 | $2,592-64.4% | $4,109-77.6% | $2,584-64.3% |
| Participant deferral / active EE | $1,546 | $3,270-52.7% | $5,467-71.7% | $4,194-63.1% |
| Admin fee / account holder | $1,703 | $5,879-71.0% | $16,047-89.4% | $7,856-78.3% |