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 | $16,464 | $51,631-68.1% | $129,397-87.3% | $80,925-79.7% |
| Participation rate | 20.0% | 56.9%-36.9pp | 69.6%-49.6pp | 67.7%-47.7pp |
| Annual return | 9.85% | 20.77%-10.9pp | 9453.98%-9444.1pp | 35.65%-25.8pp |
| Employer contribution / active EE | $322 | $1,583-79.6% | $4,154-92.2% | $2,756-88.3% |
| Participant deferral / active EE | $932 | $2,670-65.1% | $4,167-77.6% | $4,299-78.3% |
| Admin fee / account holder | $6,827 | $4,309+58.4% | $7,679-11.1% | $6,940-1.6% |