Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $17,711 | $202,440-91.3% | $169,390-89.5% | $139,466-87.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 6.43% | 532.36%-525.9pp | 406.07%-399.6pp | 373.66%-367.2pp |
| Employer contribution / active EE | $1,327 | $4,693-71.7% | $4,013-66.9% | $4,754-72.1% |
| Participant deferral / active EE | $2,105 | $6,940-69.7% | $6,222-66.2% | $6,712-68.6% |
| Admin fee / account holder | $43,612 | $10,722+306.7% | $9,015+383.8% | $11,409+282.3% |