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 | $20,413 | $48,078-57.5% | $78,676-74.1% | $62,881-67.5% |
| Participation rate | 61.8% | 65.2%-3.4pp | 73.6%-11.7pp | 69.3%-7.5pp |
| Annual return | 4.52% | 31.36%-26.8pp | 62.19%-57.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $490 | $2,015-75.7% | $2,850-82.8% | $2,281-78.5% |
| Participant deferral / active EE | $984 | $2,587-62.0% | $3,517-72.0% | $3,203-69.3% |
| Admin fee / account holder | $2,210 | $3,206-31.1% | $4,510-51.0% | $4,296-48.5% |