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 | $10,987 | $59,440-81.5% | $78,004-85.9% | $82,637-86.7% |
| Participation rate | 68.9% | 62.8%+6.1pp | 69.4%-0.6pp | 68.1%+0.8pp |
| Annual return | 12.74% | 40.24%-27.5pp | 31.07%-18.3pp | 53.51%-40.8pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,280 | $3,138-59.2% | $4,092-68.7% | $4,126-69.0% |
| Admin fee / account holder | $738 | $5,504-86.6% | $7,578-90.3% | $7,339-89.9% |