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 | $14,986 | $57,073-73.7% | $85,126-82.4% | $80,925-81.5% |
| Participation rate | 44.0% | 56.4%-12.4pp | 67.5%-23.5pp | 67.7%-23.7pp |
| Annual return | 7.42% | 21.69%-14.3pp | 66.63%-59.2pp | 35.65%-28.2pp |
| Employer contribution / active EE | $909 | $1,801-49.5% | $2,731-66.7% | $2,756-67.0% |
| Participant deferral / active EE | $1,406 | $3,113-54.8% | $4,523-68.9% | $4,299-67.3% |
| Admin fee / account holder | $1,212 | $4,988-75.7% | $6,160-80.3% | $6,940-82.5% |