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 | $17,901 | $102,595-82.6% | $94,057-81.0% | $154,746-88.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 7.09% | 583.42%-576.3pp | 480.62%-473.5pp | 172.34%-165.2pp |
| Employer contribution / active EE | $388 | $3,147-87.7% | $2,933-86.8% | $4,379-91.1% |
| Participant deferral / active EE | $1,685 | $5,118-67.1% | $4,709-64.2% | $6,730-75.0% |
| Admin fee / account holder | $13,766 | $7,736+77.9% | $7,244+90.0% | $14,365-4.2% |