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 | $23,500 | $47,944-51.0% | $67,834-65.4% | $62,881-62.6% |
| Participation rate | 27.3% | 61.1%-33.8pp | 68.8%-41.5pp | 69.3%-42.0pp |
| Annual return | 4.57% | 11.77%-7.2pp | 138.47%-133.9pp | 20.14%-15.6pp |
| Employer contribution / active EE | $387 | $1,562-75.2% | $2,403-83.9% | $2,281-83.0% |
| Participant deferral / active EE | $1,289 | $2,247-42.6% | $3,160-59.2% | $3,203-59.8% |
| Admin fee / account holder | $2,770 | $3,712-25.4% | $4,622-40.1% | $4,296-35.5% |