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 | $22,072 | $47,479-53.5% | $62,929-64.9% | $82,448-73.2% |
| Participation rate | 42.3% | 66.9%-24.6pp | 73.1%-30.8pp | 68.1%-25.8pp |
| Annual return | 8.75% | 20.34%-11.6pp | 1063.93%-1055.2pp | 41.64%-32.9pp |
| Employer contribution / active EE | $1,015 | $1,885-46.2% | $2,505-59.5% | $2,551-60.2% |
| Participant deferral / active EE | $2,018 | $2,870-29.7% | $3,888-48.1% | $4,139-51.3% |
| Admin fee / account holder | $3,089 | $3,804-18.8% | $5,065-39.0% | $7,234-57.3% |