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 | $25,164 | $29,667-15.2% | $56,441-55.4% | $80,874-68.9% |
| Participation rate | 19.6% | 41.7%-22.1pp | 52.5%-32.9pp | 67.6%-48.0pp |
| Annual return | 6.62% | 35.22%-28.6pp | 1704.21%-1697.6pp | 35.62%-29.0pp |
| Employer contribution / active EE | $494 | $669-26.2% | $1,039-52.5% | $2,756-82.1% |
| Participant deferral / active EE | $1,033 | $1,227-15.8% | $1,953-47.1% | $4,297-76.0% |
| Admin fee / account holder | $13,310 | $2,429+447.9% | $2,829+370.5% | $6,935+91.9% |