Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $16,217 | $102,595-84.2% | $94,057-82.8% | $154,746-89.5% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 3.31% | 583.42%-580.1pp | 480.62%-477.3pp | 172.34%-169.0pp |
| Employer contribution / active EE | $980 | $3,147-68.9% | $2,933-66.6% | $4,379-77.6% |
| Participant deferral / active EE | $1,760 | $5,118-65.6% | $4,709-62.6% | $6,730-73.8% |
| Admin fee / account holder | $437 | $7,736-94.3% | $7,244-94.0% | $14,365-97.0% |