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 | $18,707 | $88,778-78.9% | $81,844-77.1% | $145,884-87.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 2.57% | 1033.03%-1030.5pp | 778.87%-776.3pp | 551.85%-549.3pp |
| Employer contribution / active EE | $471 | $3,087-84.8% | $2,916-83.9% | $4,662-89.9% |
| Participant deferral / active EE | $2,123 | $4,648-54.3% | $4,323-50.9% | $6,690-68.3% |
| Admin fee / account holder | $27,828 | $8,430+230.1% | $7,355+278.3% | $13,392+107.8% |