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 | $20,569 | $101,063-79.6% | $81,473-74.8% | $147,586-86.1% |
| Participation rate | 23.1% | 74.5%-51.4pp | 68.0%-44.9pp | 82.8%-59.8pp |
| Annual return | 5.84% | 32.41%-26.6pp | 38.78%-32.9pp | 578.59%-572.8pp |
| Employer contribution / active EE | $306 | $3,206-90.5% | $2,568-88.1% | $4,876-93.7% |
| Participant deferral / active EE | $2,301 | $4,242-45.8% | $3,537-34.9% | $5,439-57.7% |
| Admin fee / account holder | $1,240 | $5,812-78.7% | $4,561-72.8% | $10,886-88.6% |