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 | $26,688 | $77,814-65.7% | $158,223-83.1% | $86,983-69.3% |
| Participation rate | 40.9% | 68.4%-27.5pp | 79.2%-38.3pp | 69.5%-28.6pp |
| Annual return | 9.96% | 30.54%-20.6pp | 52.09%-42.1pp | 25.83%-15.9pp |
| Employer contribution / active EE | $477 | $2,592-81.6% | $4,109-88.4% | $2,584-81.5% |
| Participant deferral / active EE | $1,278 | $3,270-60.9% | $5,467-76.6% | $4,194-69.5% |
| Admin fee / account holder | $1,250 | $5,879-78.7% | $16,047-92.2% | $7,856-84.1% |