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 | $8,710 | $72,071-87.9% | $68,368-87.3% | $137,256-93.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 5.62% | 353.14%-347.5pp | 292.57%-287.0pp | 220.34%-214.7pp |
| Employer contribution / active EE | $576 | $2,788-79.3% | $2,649-78.2% | $4,156-86.1% |
| Participant deferral / active EE | $1,742 | $4,410-60.5% | $4,123-57.7% | $6,407-72.8% |
| Admin fee / account holder | $33,371 | $5,336+525.5% | $5,150+548.0% | $12,270+172.0% |