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 | $23,629 | $85,060-72.2% | $70,548-66.5% | $139,456-83.1% |
| Participation rate | 15.8% | 73.9%-58.1pp | 68.3%-52.6pp | 80.3%-64.5pp |
| Annual return | 3.34% | 30.38%-27.0pp | 32.78%-29.4pp | 373.45%-370.1pp |
| Employer contribution / active EE | $583 | $3,911-85.1% | $2,975-80.4% | $4,753-87.7% |
| Participant deferral / active EE | $1,951 | $5,890-66.9% | $4,567-57.3% | $6,711-70.9% |
| Admin fee / account holder | $70,414 | $8,925+688.9% | $6,424+996.2% | $11,407+517.3% |