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 | $27,513 | $95,406-71.2% | $185,849-85.2% | $85,847-68.0% |
| Participation rate | 56.3% | 68.8%-12.5pp | 81.7%-25.5pp | 69.3%-13.1pp |
| Annual return | 6.59% | 23.59%-17.0pp | 122.10%-115.5pp | 318.61%-312.0pp |
| Employer contribution / active EE | $960 | $3,314-71.0% | $5,169-81.4% | $2,565-62.6% |
| Participant deferral / active EE | $1,533 | $3,424-55.2% | $5,569-72.5% | $3,952-61.2% |
| Admin fee / account holder | $2,075 | $7,214-71.2% | $16,244-87.2% | $6,261-66.9% |