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 | $17,272 | $56,054-69.2% | $171,082-89.9% | $62,881-72.5% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 5.22% | 22.52%-17.3pp | 32.56%-27.3pp | 20.14%-14.9pp |
| Employer contribution / active EE | $893 | $1,731-48.4% | $4,002-77.7% | $2,281-60.9% |
| Participant deferral / active EE | $1,326 | $3,158-58.0% | $4,797-72.4% | $3,203-58.6% |
| Admin fee / account holder | $4,277 | $3,647+17.3% | $8,520-49.8% | $4,296-0.4% |