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 | $26,703 | $64,920-58.9% | $103,693-74.2% | $86,983-69.3% |
| Participation rate | 64.7% | 63.6%+1.1pp | 72.6%-7.9pp | 69.5%-4.8pp |
| Annual return | 10.85% | 30.29%-19.4pp | 47.61%-36.8pp | 25.83%-15.0pp |
| Employer contribution / active EE | $1,247 | $2,141-41.8% | $2,920-57.3% | $2,584-51.8% |
| Participant deferral / active EE | $1,920 | $3,241-40.8% | $4,579-58.1% | $4,194-54.2% |
| Admin fee / account holder | $8,940 | $6,191+44.4% | $7,858+13.8% | $7,856+13.8% |