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 | $17,953 | $56,894-68.4% | $84,753-78.8% | $62,881-71.4% |
| Participation rate | 63.6% | 68.5%-4.9pp | 76.6%-13.0pp | 69.3%-5.7pp |
| Annual return | 3.76% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,453 | $2,400+2.2% | $3,574-31.4% | $2,281+7.5% |
| Participant deferral / active EE | $1,323 | $2,709-51.2% | $3,712-64.3% | $3,203-58.7% |
| Admin fee / account holder | $7,327 | $3,581+104.6% | $5,333+37.4% | $4,296+70.6% |