Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $12,641 | $77,814-83.8% | $158,223-92.0% | $86,983-85.5% |
| Participation rate | 56.8% | 68.4%-11.7pp | 79.2%-22.4pp | 69.5%-12.8pp |
| Annual return | 10.33% | 30.54%-20.2pp | 52.09%-41.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $469 | $2,592-81.9% | $4,109-88.6% | $2,584-81.9% |
| Participant deferral / active EE | $1,333 | $3,270-59.2% | $5,467-75.6% | $4,194-68.2% |
| Admin fee / account holder | $6,056 | $5,879+3.0% | $16,047-62.3% | $7,856-22.9% |