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 | $18,603 | $81,276-77.1% | $155,574-88.0% | $80,925-77.0% |
| Participation rate | 64.2% | 66.2%-2.0pp | 78.2%-14.0pp | 67.7%-3.4pp |
| Annual return | 10.09% | 33.36%-23.3pp | 64.87%-54.8pp | 35.65%-25.6pp |
| Employer contribution / active EE | $1,127 | $3,103-63.7% | $4,676-75.9% | $2,756-59.1% |
| Participant deferral / active EE | $1,395 | $3,453-59.6% | $5,629-75.2% | $4,299-67.5% |
| Admin fee / account holder | $2,037 | $7,993-74.5% | $15,914-87.2% | $6,940-70.6% |