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 | $16,191 | $91,198-82.2% | $178,503-90.9% | $79,856-79.7% |
| Participation rate | 63.8% | 69.2%-5.4pp | 81.9%-18.1pp | 69.6%-5.8pp |
| Annual return | 1.07% | 24.20%-23.1pp | 151.12%-150.0pp | 31.71%-30.6pp |
| Employer contribution / active EE | $917 | $3,257-71.8% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $1,871 | $3,237-42.2% | $5,202-64.0% | $3,741-50.0% |
| Admin fee / account holder | $544 | $6,748-91.9% | $13,987-96.1% | $5,306-89.8% |