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 | $16,636 | $49,976-66.7% | $66,674-75.0% | $82,637-79.9% |
| Participation rate | 68.3% | 63.1%+5.2pp | 73.7%-5.4pp | 68.1%+0.2pp |
| Annual return | 9.68% | 39.09%-29.4pp | 321.24%-311.6pp | 53.51%-43.8pp |
| Employer contribution / active EE | $884 | $1,988-55.5% | $2,620-66.3% | $2,552-65.4% |
| Participant deferral / active EE | $1,050 | $2,847-63.1% | $4,084-74.3% | $4,126-74.6% |
| Admin fee / account holder | $4,251 | $4,594-7.5% | $5,098-16.6% | $7,339-42.1% |