Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,448 | $70,366-83.7% | $66,674-82.8% | $138,895-91.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 1.57% | 386.41%-384.8pp | 321.24%-319.7pp | 145.39%-143.8pp |
| Employer contribution / active EE | $1,179 | $2,765-57.3% | $2,620-55.0% | $4,194-71.9% |
| Participant deferral / active EE | $1,179 | $4,374-73.0% | $4,084-71.1% | $6,396-81.6% |
| Admin fee / account holder | $80,859 | $5,262+1436.5% | $5,098+1486.1% | $12,562+543.7% |