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 | $16,335 | $58,234-71.9% | $81,783-80.0% | $80,874-79.8% |
| Participation rate | 30.9% | 63.4%-32.6pp | 72.4%-41.5pp | 67.6%-36.8pp |
| Annual return | 9.82% | 41.70%-31.9pp | 775.05%-765.2pp | 35.62%-25.8pp |
| Employer contribution / active EE | $421 | $2,341-82.0% | $2,913-85.5% | $2,756-84.7% |
| Participant deferral / active EE | $818 | $3,283-75.1% | $4,320-81.1% | $4,297-81.0% |
| Admin fee / account holder | $451 | $4,982-91.0% | $7,380-93.9% | $6,935-93.5% |