Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,840 | $77,920-82.2% | $149,723-90.8% | $75,177-81.6% |
| Participation rate | 50.0% | 65.6%-15.6pp | 78.8%-28.8pp | 67.2%-17.2pp |
| Annual return | 4.99% | 31.72%-26.7pp | 134.50%-129.5pp | 160.75%-155.8pp |
| Employer contribution / active EE | $651 | $3,138-79.3% | $4,821-86.5% | $2,671-75.6% |
| Participant deferral / active EE | $1,014 | $3,411-70.3% | $5,682-82.2% | $4,126-75.4% |
| Admin fee / account holder | $19,359 | $5,951+225.3% | $13,215+46.5% | $5,651+242.6% |