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 | $26,781 | $49,239-45.6% | $70,462-62.0% | $79,858-66.5% |
| Participation rate | 67.3% | 69.2%-1.9pp | 75.1%-7.8pp | 69.6%-2.3pp |
| Annual return | 5.51% | 30.08%-24.6pp | 109.08%-103.6pp | 31.72%-26.2pp |
| Employer contribution / active EE | $1,237 | $2,100-41.1% | $2,737-54.8% | $2,471-49.9% |
| Participant deferral / active EE | $2,982 | $2,769+7.7% | $3,710-19.6% | $3,740-20.3% |
| Admin fee / account holder | $2,560 | $2,876-11.0% | $3,845-33.4% | $5,306-51.7% |