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 | $19,261 | $88,778-78.3% | $81,844-76.5% | $145,884-86.8% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 6.78% | 1033.03%-1026.3pp | 778.87%-772.1pp | 551.85%-545.1pp |
| Employer contribution / active EE | $1,194 | $3,087-61.3% | $2,916-59.1% | $4,662-74.4% |
| Participant deferral / active EE | $1,511 | $4,648-67.5% | $4,323-65.1% | $6,690-77.4% |
| Admin fee / account holder | $6,709 | $8,430-20.4% | $7,355-8.8% | $13,392-49.9% |