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 | $15,042 | $110,337-86.4% | $102,383-85.3% | $145,877-89.7% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 8.19% | 24.83%-16.6pp | 24.94%-16.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $1,540 | $4,216-63.5% | $3,870-60.2% | $4,663-67.0% |
| Participant deferral / active EE | $1,942 | $5,621-65.4% | $5,060-61.6% | $6,691-71.0% |
| Admin fee / account holder | $1,084 | $9,750-88.9% | $8,391-87.1% | $13,402-91.9% |