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 | $12,674 | $76,407-83.4% | $150,298-91.6% | $82,448-84.6% |
| Participation rate | 64.3% | 66.4%-2.1pp | 77.8%-13.5pp | 68.1%-3.8pp |
| Annual return | 11.47% | 39.99%-28.5pp | 62.79%-51.3pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,898 | $2,614-27.4% | $4,154-54.3% | $2,551-25.6% |
| Participant deferral / active EE | $3,196 | $3,214-0.6% | $5,453-41.4% | $4,139-22.8% |
| Admin fee / account holder | $9,988 | $6,352+57.2% | $14,116-29.2% | $7,234+38.1% |