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 | $16,895 | $45,050-62.5% | $63,018-73.2% | $70,126-75.9% |
| Participation rate | 58.5% | 69.5%-11.0pp | 74.8%-16.3pp | 69.5%-11.0pp |
| Annual return | 7.93% | 18.76%-10.8pp | 87.62%-79.7pp | 73.15%-65.2pp |
| Employer contribution / active EE | $679 | $2,052-66.9% | $2,761-75.4% | $2,343-71.0% |
| Participant deferral / active EE | $1,575 | $2,466-36.1% | $3,330-52.7% | $3,332-52.7% |
| Admin fee / account holder | $659 | $2,834-76.8% | $3,601-81.7% | $4,645-85.8% |