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 | $16,006 | $88,778-82.0% | $81,844-80.4% | $145,884-89.0% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 6.88% | 1033.03%-1026.1pp | 778.87%-772.0pp | 551.85%-545.0pp |
| Employer contribution / active EE | $881 | $3,087-71.5% | $2,916-69.8% | $4,662-81.1% |
| Participant deferral / active EE | $881 | $4,648-81.0% | $4,323-79.6% | $6,690-86.8% |
| Admin fee / account holder | $7,290 | $8,430-13.5% | $7,355-0.9% | $13,392-45.6% |