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 | $14,839 | $51,638-71.3% | $68,368-78.3% | $82,448-82.0% |
| Participation rate | 30.8% | 63.6%-32.8pp | 73.8%-43.0pp | 68.1%-37.3pp |
| Annual return | 7.06% | 37.53%-30.5pp | 292.57%-285.5pp | 41.64%-34.6pp |
| Employer contribution / active EE | $583 | $2,047-71.5% | $2,649-78.0% | $2,551-77.2% |
| Participant deferral / active EE | $1,189 | $2,914-59.2% | $4,123-71.2% | $4,139-71.3% |
| Admin fee / account holder | $25,693 | $4,643+453.3% | $5,150+398.9% | $7,234+255.2% |