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 | $20,784 | $47,105-55.9% | $68,368-69.6% | $67,986-69.4% |
| Participation rate | 67.0% | 51.8%+15.2pp | 73.8%-6.8pp | 57.2%+9.8pp |
| Annual return | 8.20% | 48.37%-40.2pp | 292.57%-284.4pp | 31.67%-23.5pp |
| Employer contribution / active EE | $985 | $1,859-47.0% | $2,649-62.8% | $2,019-51.2% |
| Participant deferral / active EE | $1,068 | $2,374-55.0% | $4,123-74.1% | $3,358-68.2% |
| Admin fee / account holder | $2,673 | $2,435+9.8% | $5,150-48.1% | $3,203-16.6% |