Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,990 | $48,337-54.5% | $67,560-67.5% | $80,959-72.8% |
| Participation rate | 30.0% | 66.4%-36.4pp | 72.9%-42.9pp | 67.7%-37.7pp |
| Annual return | 10.14% | 18.26%-8.1pp | 3533.50%-3523.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $460 | $2,023-77.3% | $2,737-83.2% | $2,757-83.3% |
| Participant deferral / active EE | $3,242 | $2,928+10.7% | $4,004-19.0% | $4,300-24.6% |
| Admin fee / account holder | $5,878 | $3,695+59.1% | $3,994+47.2% | $6,925-15.1% |