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 | $20,823 | $48,364-56.9% | $71,796-71.0% | $62,881-66.9% |
| Participation rate | 51.1% | 60.6%-9.6pp | 69.1%-18.0pp | 69.3%-18.2pp |
| Annual return | 4.25% | 13.16%-8.9pp | 78.04%-73.8pp | 20.14%-15.9pp |
| Employer contribution / active EE | $206 | $1,042-80.2% | $1,924-89.3% | $2,281-91.0% |
| Participant deferral / active EE | $1,798 | $2,091-14.0% | $2,794-35.6% | $3,203-43.9% |
| Admin fee / account holder | $772 | $3,771-79.5% | $4,815-84.0% | $4,296-82.0% |