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 | $19,468 | $81,276-76.0% | $155,574-87.5% | $80,925-75.9% |
| Participation rate | 36.5% | 66.2%-29.7pp | 78.2%-41.7pp | 67.7%-31.1pp |
| Annual return | 10.37% | 33.36%-23.0pp | 64.87%-54.5pp | 35.65%-25.3pp |
| Employer contribution / active EE | $625 | $3,103-79.9% | $4,676-86.6% | $2,756-77.3% |
| Participant deferral / active EE | $1,385 | $3,453-59.9% | $5,629-75.4% | $4,299-67.8% |
| Admin fee / account holder | $660 | $7,993-91.7% | $15,914-95.9% | $6,940-90.5% |