Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,285 | $35,183-39.5% | $73,545-71.1% | $70,124-69.6% |
| Participation rate | 32.3% | 42.9%-10.7pp | 54.9%-22.7pp | 69.5%-37.3pp |
| Annual return | 11.45% | 26.90%-15.5pp | -15.16%+26.6pp | 73.14%-61.7pp |
| Employer contribution / active EE | $653 | $709-7.8% | $1,219-46.4% | $2,342-72.1% |
| Participant deferral / active EE | $1,194 | $1,220-2.1% | $1,806-33.9% | $3,332-64.2% |
| Admin fee / account holder | $14,512 | $2,302+530.4% | $2,320+525.6% | $4,645+212.4% |