Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,318 | $182,442-92.2% | $163,379-91.2% | $138,895-89.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.8%-26.8pp | 79.9%-29.9pp |
| Annual return | 5.68% | 72.74%-67.1pp | 63.41%-57.7pp | 145.39%-139.7pp |
| Employer contribution / active EE | $879 | $4,159-78.9% | $3,752-76.6% | $4,194-79.1% |
| Participant deferral / active EE | $1,539 | $6,817-77.4% | $6,282-75.5% | $6,396-75.9% |
| Admin fee / account holder | $1,609 | $10,396-84.5% | $9,818-83.6% | $12,562-87.2% |