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 | $23,749 | $60,139-60.5% | $90,461-73.7% | $79,856-70.3% |
| Participation rate | 66.7% | 65.0%+1.7pp | 72.7%-6.0pp | 69.6%-3.0pp |
| Annual return | 4.09% | 71.96%-67.9pp | 1294.76%-1290.7pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,039 | $2,069-49.8% | $3,264-68.2% | $2,471-58.0% |
| Participant deferral / active EE | $1,469 | $2,939-50.0% | $3,964-62.9% | $3,741-60.7% |
| Admin fee / account holder | $382 | $3,978-90.4% | $5,617-93.2% | $5,306-92.8% |