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 | $11,037 | $29,716-62.9% | $56,077-80.3% | $80,925-86.4% |
| Participation rate | 45.1% | 41.7%+3.4pp | 52.5%-7.4pp | 67.7%-22.6pp |
| Annual return | 10.37% | 35.30%-24.9pp | 1709.28%-1698.9pp | 35.65%-25.3pp |
| Employer contribution / active EE | $675 | $671+0.6% | $1,040-35.1% | $2,756-75.5% |
| Participant deferral / active EE | $865 | $1,228-29.6% | $1,954-55.7% | $4,299-79.9% |
| Admin fee / account holder | $4,463 | $2,432+83.5% | $2,825+58.0% | $6,940-35.7% |