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 | $26,856 | $78,690-65.9% | $161,489-83.4% | $87,485-69.3% |
| Participation rate | 60.0% | 67.5%-7.5pp | 78.7%-18.7pp | 68.9%-8.9pp |
| Annual return | 8.64% | 32.74%-24.1pp | 89.72%-81.1pp | 26.06%-17.4pp |
| Employer contribution / active EE | $912 | $2,588-64.8% | $4,268-78.6% | $2,596-64.9% |
| Participant deferral / active EE | $2,447 | $3,311-26.1% | $5,630-56.5% | $4,274-42.7% |
| Admin fee / account holder | $610 | $6,724-90.9% | $16,006-96.2% | $7,775-92.1% |