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 | $16,884 | $77,638-78.3% | $156,551-89.2% | $62,881-73.1% |
| Participation rate | 13.3% | 71.2%-57.9pp | 84.0%-70.7pp | 69.3%-56.0pp |
| Annual return | 4.46% | 50.33%-45.9pp | 32.23%-27.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $935 | $3,444-72.8% | $5,501-83.0% | $2,281-59.0% |
| Participant deferral / active EE | $3,270 | $3,046+7.4% | $4,871-32.9% | $3,203+2.1% |
| Admin fee / account holder | $121,835 | $5,561+2090.7% | $13,028+835.2% | $4,296+2736.2% |