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 | $12,303 | $58,275-78.9% | $81,844-85.0% | $80,935-84.8% |
| Participation rate | 32.5% | 63.5%-31.0pp | 72.4%-39.9pp | 67.7%-35.2pp |
| Annual return | 2.30% | 41.82%-39.5pp | 778.87%-776.6pp | 35.66%-33.4pp |
| Employer contribution / active EE | $985 | $2,346-58.0% | $2,916-66.2% | $2,757-64.3% |
| Participant deferral / active EE | $1,226 | $3,285-62.7% | $4,323-71.6% | $4,299-71.5% |
| Admin fee / account holder | $1,130 | $4,749-76.2% | $7,355-84.6% | $6,924-83.7% |