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 | $21,848 | $29,733-26.5% | $56,025-61.0% | $80,959-73.0% |
| Participation rate | 26.8% | 41.7%-14.9pp | 52.5%-25.7pp | 67.7%-40.8pp |
| Annual return | 10.50% | 35.28%-24.8pp | 1712.69%-1702.2pp | 35.67%-25.2pp |
| Employer contribution / active EE | $129 | $672-80.8% | $1,042-87.6% | $2,757-95.3% |
| Participant deferral / active EE | $681 | $1,229-44.6% | $1,955-65.1% | $4,300-84.2% |
| Admin fee / account holder | $1,550 | $2,434-36.3% | $2,828-45.2% | $6,925-77.6% |