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 | $15,961 | $111,785-85.7% | $93,669-83.0% | $145,877-89.1% |
| Participation rate | 44.4% | 74.2%-29.8pp | 68.7%-24.3pp | 80.3%-35.9pp |
| Annual return | 1.47% | 203.79%-202.3pp | 133.59%-132.1pp | 551.28%-549.8pp |
| Employer contribution / active EE | $770 | $3,096-75.1% | $2,424-68.2% | $4,663-83.5% |
| Participant deferral / active EE | $6,428 | $4,919+30.7% | $4,416+45.6% | $6,691-3.9% |
| Admin fee / account holder | $2,215 | $10,256-78.4% | $8,291-73.3% | $13,402-83.5% |