Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $8,732 | $58,241-85.0% | $81,780-89.3% | $80,911-89.2% |
| Participation rate | 32.0% | 63.4%-31.4pp | 72.4%-40.4pp | 67.6%-35.6pp |
| Annual return | 4.20% | 41.73%-37.5pp | 776.27%-772.1pp | 35.63%-31.4pp |
| Employer contribution / active EE | $627 | $2,343-73.3% | $2,914-78.5% | $2,756-77.3% |
| Participant deferral / active EE | $730 | $3,283-77.8% | $4,321-83.1% | $4,297-83.0% |
| Admin fee / account holder | $1,808 | $4,973-63.6% | $7,384-75.5% | $6,935-73.9% |