Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,801 | $88,754-86.7% | $81,820-85.6% | $145,877-91.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.58% | 1031.77%-1024.2pp | 777.93%-770.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,143 | $3,085-63.0% | $2,915-60.8% | $4,663-75.5% |
| Participant deferral / active EE | $3,292 | $4,648-29.2% | $4,323-23.9% | $6,691-50.8% |
| Admin fee / account holder | $18,416 | $8,424+118.6% | $7,391+149.2% | $13,402+37.4% |