Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,273 | $94,766-86.0% | $112,923-88.2% | $139,487-90.5% |
| Participation rate | 55.0% | 81.3%-26.3pp | 80.5%-25.5pp | 80.3%-25.3pp |
| Annual return | 11.09% | 40.96%-29.9pp | 34.13%-23.0pp | 373.84%-362.8pp |
| Employer contribution / active EE | $4,785 | $4,636+3.2% | $4,570+4.7% | $4,755+0.6% |
| Participant deferral / active EE | $0 | $6,523-100.0% | $6,520-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,888 | $8,529-66.1% | $7,046-59.0% | $11,407-74.7% |