Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,957 | $70,366-81.6% | $66,674-80.6% | $138,895-90.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 12.20% | 386.41%-374.2pp | 321.24%-309.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $815 | $2,765-70.5% | $2,620-68.9% | $4,194-80.6% |
| Participant deferral / active EE | $1,258 | $4,374-71.2% | $4,084-69.2% | $6,396-80.3% |
| Admin fee / account holder | $1,675 | $5,262-68.2% | $5,098-67.1% | $12,562-86.7% |