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 | $12,553 | $110,410-88.6% | $102,437-87.7% | $145,897-91.4% |
| Participation rate | 12.5% | 77.9%-65.4pp | 74.5%-62.0pp | 80.3%-67.8pp |
| Annual return | 2.97% | 24.85%-21.9pp | 24.95%-22.0pp | 552.29%-549.3pp |
| Employer contribution / active EE | $933 | $4,217-77.9% | $3,871-75.9% | $4,663-80.0% |
| Participant deferral / active EE | $4,478 | $5,622-20.3% | $5,060-11.5% | $6,689-33.1% |
| Admin fee / account holder | $53,045 | $9,745+444.3% | $8,388+532.4% | $13,390+296.1% |