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 | $26,514 | $77,814-65.9% | $158,223-83.2% | $86,983-69.5% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 5.95% | 30.54%-24.6pp | 52.09%-46.1pp | 25.83%-19.9pp |
| Employer contribution / active EE | $1,435 | $2,592-44.6% | $4,109-65.1% | $2,584-44.5% |
| Participant deferral / active EE | $2,032 | $3,270-37.8% | $5,467-62.8% | $4,194-51.5% |
| Admin fee / account holder | $33,283 | $5,879+466.1% | $16,047+107.4% | $7,856+323.7% |