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 | $21,333 | $77,816-72.6% | $123,552-82.7% | $64,173-66.8% |
| Participation rate | 59.3% | 74.7%-15.5pp | 82.3%-23.0pp | 69.6%-10.3pp |
| Annual return | -9.05% | 12.49%-21.5pp | 119.20%-128.3pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,804 | $3,014-40.1% | $4,628-61.0% | $2,381-24.2% |
| Participant deferral / active EE | $2,403 | $5,240-54.2% | $6,426-62.6% | $3,470-30.8% |
| Admin fee / account holder | $2,979 | $5,519-46.0% | $9,285-67.9% | $4,887-39.0% |