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 | $20,790 | $55,437-62.5% | $155,534-86.6% | $74,459-72.1% |
| Participation rate | 46.1% | 61.9%-15.8pp | 78.2%-32.1pp | 67.2%-21.1pp |
| Annual return | 10.36% | 269.58%-259.2pp | 64.92%-54.6pp | 1369.70%-1359.3pp |
| Employer contribution / active EE | $1,054 | $2,266-53.5% | $4,675-77.5% | $2,626-59.9% |
| Participant deferral / active EE | $1,429 | $2,837-49.6% | $5,630-74.6% | $4,350-67.1% |
| Admin fee / account holder | $1,433 | $1,742-17.8% | $15,900-91.0% | $1,945-26.3% |