Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,505 | $88,754-81.4% | $81,820-79.8% | $145,877-88.7% |
| Participation rate | 41.7% | 75.1%-33.4pp | 72.4%-30.7pp | 80.3%-38.6pp |
| Annual return | 4.27% | 1031.77%-1027.5pp | 777.93%-773.7pp | 551.28%-547.0pp |
| Employer contribution / active EE | $1,216 | $3,085-60.6% | $2,915-58.3% | $4,663-73.9% |
| Participant deferral / active EE | $3,161 | $4,648-32.0% | $4,323-26.9% | $6,691-52.8% |
| Admin fee / account holder | $11,602 | $8,424+37.7% | $7,391+57.0% | $13,402-13.4% |