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 | $18,808 | $77,920-75.9% | $149,723-87.4% | $75,177-75.0% |
| Participation rate | 69.5% | 65.6%+3.9pp | 78.8%-9.3pp | 67.2%+2.3pp |
| Annual return | 9.82% | 31.72%-21.9pp | 134.50%-124.7pp | 160.75%-150.9pp |
| Employer contribution / active EE | $1,406 | $3,138-55.2% | $4,821-70.8% | $2,671-47.4% |
| Participant deferral / active EE | $1,917 | $3,411-43.8% | $5,682-66.3% | $4,126-53.5% |
| Admin fee / account holder | $2,062 | $5,951-65.4% | $13,215-84.4% | $5,651-63.5% |