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 | $20,138 | $29,319-31.3% | $52,425-61.6% | $82,448-75.6% |
| Participation rate | 19.6% | 46.9%-27.2pp | 55.6%-36.0pp | 68.1%-48.5pp |
| Annual return | 8.62% | 535.20%-526.6pp | 302.12%-293.5pp | 41.64%-33.0pp |
| Employer contribution / active EE | $307 | $586-47.6% | $914-66.4% | $2,551-87.9% |
| Participant deferral / active EE | $436 | $1,171-62.8% | $1,790-75.7% | $4,139-89.5% |
| Admin fee / account holder | $952 | $1,962-51.5% | $2,495-61.8% | $7,234-86.8% |