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 | $23,654 | $100,139-76.4% | $85,187-72.2% | $145,884-83.8% |
| Participation rate | 54.5% | 74.1%-19.6pp | 67.5%-13.0pp | 80.3%-25.8pp |
| Annual return | 6.44% | 84.15%-77.7pp | 66.67%-60.2pp | 551.85%-545.4pp |
| Employer contribution / active EE | $1,718 | $3,238-46.9% | $2,732-37.1% | $4,662-63.1% |
| Participant deferral / active EE | $1,989 | $5,296-62.4% | $4,525-56.0% | $6,690-70.3% |
| Admin fee / account holder | $43,096 | $7,262+493.4% | $6,162+599.4% | $13,392+221.8% |