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 | $20,375 | $49,896-59.2% | $80,627-74.7% | $75,173-72.9% |
| Participation rate | 23.5% | 55.3%-31.8pp | 67.0%-43.5pp | 67.2%-43.7pp |
| Annual return | 10.74% | 34.67%-23.9pp | 936.76%-926.0pp | 160.72%-150.0pp |
| Employer contribution / active EE | $550 | $1,699-67.6% | $2,723-79.8% | $2,671-79.4% |
| Participant deferral / active EE | $940 | $2,992-68.6% | $4,443-78.8% | $4,126-77.2% |
| Admin fee / account holder | $1,284 | $3,578-64.1% | $5,381-76.1% | $5,651-77.3% |