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 | $20,862 | $28,624-27.1% | $53,647-61.1% | $82,637-74.8% |
| Participation rate | 17.1% | 47.3%-30.1pp | 56.3%-39.1pp | 68.1%-50.9pp |
| Annual return | 12.15% | 664.98%-652.8pp | 358.33%-346.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $492 | $637-22.7% | $962-48.9% | $2,552-80.7% |
| Participant deferral / active EE | $586 | $1,196-51.1% | $1,813-67.7% | $4,126-85.8% |
| Admin fee / account holder | $443 | $2,022-78.1% | $2,460-82.0% | $7,339-94.0% |