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 | $10,622 | $48,327-78.0% | $67,575-84.3% | $80,935-86.9% |
| Participation rate | 27.6% | 66.4%-38.8pp | 72.9%-45.3pp | 67.7%-40.1pp |
| Annual return | 7.34% | 18.31%-11.0pp | 3528.98%-3521.6pp | 35.66%-28.3pp |
| Employer contribution / active EE | $750 | $2,022-62.9% | $2,736-72.6% | $2,757-72.8% |
| Participant deferral / active EE | $1,178 | $2,927-59.8% | $4,003-70.6% | $4,299-72.6% |
| Admin fee / account holder | $2,915 | $3,692-21.0% | $3,993-27.0% | $6,924-57.9% |