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 | $20,017 | $65,395-69.4% | $182,540-89.0% | $72,975-72.6% |
| Participation rate | 64.5% | 65.4%-0.9pp | 78.0%-13.5pp | 69.5%-5.0pp |
| Annual return | 17.70% | 27.68%-10.0pp | 148.58%-130.9pp | 81.01%-63.3pp |
| Employer contribution / active EE | $837 | $1,911-56.2% | $4,076-79.5% | $2,440-65.7% |
| Participant deferral / active EE | $1,604 | $3,563-55.0% | $5,525-71.0% | $3,608-55.5% |
| Admin fee / account holder | $1,038 | $4,245-75.6% | $8,593-87.9% | $5,124-79.8% |