Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,015 | $29,736-86.5% | $56,033-92.8% | $80,935-95.0% |
| Participation rate | 60.8% | 41.7%+19.1pp | 52.5%+8.3pp | 67.7%-6.9pp |
| Annual return | 9.15% | 35.28%-26.1pp | 1711.38%-1702.2pp | 35.66%-26.5pp |
| Employer contribution / active EE | $710 | $671+5.8% | $1,041-31.8% | $2,757-74.2% |
| Participant deferral / active EE | $912 | $1,228-25.8% | $1,954-53.3% | $4,299-78.8% |
| Admin fee / account holder | $566 | $2,434-76.7% | $2,827-80.0% | $6,924-91.8% |