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 | $21,192 | $90,691-76.6% | $76,119-72.2% | $145,884-85.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 3.05% | 624.52%-621.5pp | 361.25%-358.2pp | 551.85%-548.8pp |
| Employer contribution / active EE | $1,108 | $3,329-66.7% | $2,693-58.9% | $4,662-76.2% |
| Participant deferral / active EE | $4,155 | $5,167-19.6% | $4,259-2.4% | $6,690-37.9% |
| Admin fee / account holder | $39,966 | $8,383+376.8% | $6,421+522.4% | $13,392+198.4% |