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 | $21,578 | $81,358-73.5% | $155,556-86.1% | $80,959-73.3% |
| Participation rate | 51.6% | 66.3%-14.7pp | 78.2%-26.6pp | 67.7%-16.1pp |
| Annual return | 8.52% | 33.39%-24.9pp | 64.84%-56.3pp | 35.67%-27.1pp |
| Employer contribution / active EE | $630 | $3,106-79.7% | $4,675-86.5% | $2,757-77.2% |
| Participant deferral / active EE | $1,349 | $3,455-61.0% | $5,631-76.0% | $4,300-68.6% |
| Admin fee / account holder | $5,896 | $7,994-26.2% | $15,885-62.9% | $6,925-14.9% |