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 | $21,615 | $91,198-76.3% | $178,503-87.9% | $79,856-72.9% |
| Participation rate | 57.0% | 69.2%-12.3pp | 81.9%-25.0pp | 69.6%-12.7pp |
| Annual return | 9.76% | 24.20%-14.4pp | 151.12%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,107 | $3,257-66.0% | $5,011-77.9% | $2,471-55.2% |
| Participant deferral / active EE | $1,621 | $3,237-49.9% | $5,202-68.8% | $3,741-56.7% |
| Admin fee / account holder | $3,880 | $6,748-42.5% | $13,987-72.3% | $5,306-26.9% |