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 | $24,089 | $65,361-63.1% | $92,903-74.1% | $72,983-67.0% |
| Participation rate | 48.1% | 68.3%-20.2pp | 76.0%-27.9pp | 69.5%-21.4pp |
| Annual return | 10.26% | 42.11%-31.8pp | 109.43%-99.2pp | 81.01%-70.7pp |
| Employer contribution / active EE | $795 | $2,594-69.4% | $3,653-78.2% | $2,440-67.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,538 | $4,251-63.8% | $5,795-73.5% | $5,124-70.0% |