Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $3,735 | $51,638-92.8% | $68,368-94.5% | $82,448-95.5% |
| Participation rate | 27.3% | 63.6%-36.3pp | 73.8%-46.5pp | 68.1%-40.8pp |
| Annual return | 13.16% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $451 | $2,047-78.0% | $2,649-83.0% | $2,551-82.3% |
| Participant deferral / active EE | $543 | $2,914-81.4% | $4,123-86.8% | $4,139-86.9% |
| Admin fee / account holder | $336 | $4,643-92.8% | $5,150-93.5% | $7,234-95.4% |