Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,965 | $72,403-76.6% | $67,524-74.9% | $145,978-88.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.40% | 7197.23%-7189.8pp | 3519.41%-3512.0pp | 550.52%-543.1pp |
| Employer contribution / active EE | $873 | $3,072-71.6% | $2,734-68.1% | $4,662-81.3% |
| Participant deferral / active EE | $1,159 | $4,782-75.8% | $4,001-71.0% | $6,690-82.7% |
| Admin fee / account holder | $542 | $5,541-90.2% | $4,001-86.5% | $13,400-96.0% |