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 | $12,291 | $77,908-84.2% | $149,696-91.8% | $75,173-83.6% |
| Participation rate | 61.2% | 65.6%-4.4pp | 78.8%-17.6pp | 67.2%-6.0pp |
| Annual return | 12.72% | 31.73%-19.0pp | 134.46%-121.7pp | 160.72%-148.0pp |
| Employer contribution / active EE | $416 | $3,138-86.7% | $4,821-91.4% | $2,671-84.4% |
| Participant deferral / active EE | $1,300 | $3,411-61.9% | $5,682-77.1% | $4,126-68.5% |
| Admin fee / account holder | $5,274 | $5,950-11.4% | $13,212-60.1% | $5,651-6.7% |