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 | $14,653 | $29,716-50.7% | $56,077-73.9% | $80,925-81.9% |
| Participation rate | 19.1% | 41.7%-22.5pp | 52.5%-33.3pp | 67.7%-48.5pp |
| Annual return | 3.90% | 35.30%-31.4pp | 1709.28%-1705.4pp | 35.65%-31.7pp |
| Employer contribution / active EE | $330 | $671-50.9% | $1,040-68.3% | $2,756-88.0% |
| Participant deferral / active EE | $481 | $1,228-60.9% | $1,954-75.4% | $4,299-88.8% |
| Admin fee / account holder | $865 | $2,432-64.4% | $2,825-69.4% | $6,940-87.5% |