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 | $26,336 | $63,346-58.4% | $92,240-71.4% | $70,126-62.4% |
| Participation rate | 67.7% | 68.7%-0.9pp | 76.5%-8.7pp | 69.5%-1.8pp |
| Annual return | 12.27% | 530.19%-517.9pp | 176.29%-164.0pp | 73.15%-60.9pp |
| Employer contribution / active EE | $1,019 | $2,471-58.8% | $3,680-72.3% | $2,343-56.5% |
| Participant deferral / active EE | $2,031 | $2,854-28.8% | $3,897-47.9% | $3,332-39.0% |
| Admin fee / account holder | $590 | $3,841-84.6% | $5,194-88.6% | $4,645-87.3% |