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 | $21,692 | $110,337-80.3% | $102,383-78.8% | $145,877-85.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.37% | 24.83%-17.5pp | 24.94%-17.6pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,163 | $4,216-72.4% | $3,870-70.0% | $4,663-75.1% |
| Participant deferral / active EE | $2,107 | $5,621-62.5% | $5,060-58.4% | $6,691-68.5% |
| Admin fee / account holder | $2,108 | $9,750-78.4% | $8,391-74.9% | $13,402-84.3% |