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 | $21,604 | $37,446-42.3% | $77,513-72.1% | $79,852-72.9% |
| Participation rate | 21.1% | 41.5%-20.5pp | 54.2%-33.1pp | 69.6%-48.6pp |
| Annual return | 10.24% | 39.76%-29.5pp | 54.81%-44.6pp | 31.72%-21.5pp |
| Employer contribution / active EE | $124 | $637-80.5% | $987-87.4% | $2,471-95.0% |
| Participant deferral / active EE | $554 | $1,261-56.0% | $1,861-70.2% | $3,740-85.2% |
| Admin fee / account holder | $5,009 | $2,506+99.9% | $2,859+75.2% | $5,306-5.6% |