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 | $4,624 | $29,733-84.4% | $56,025-91.7% | $80,959-94.3% |
| Participation rate | 43.8% | 41.7%+2.0pp | 52.5%-8.8pp | 67.7%-23.9pp |
| Annual return | 9.49% | 35.28%-25.8pp | 1712.69%-1703.2pp | 35.67%-26.2pp |
| Employer contribution / active EE | $514 | $672-23.5% | $1,042-50.6% | $2,757-81.4% |
| Participant deferral / active EE | $588 | $1,229-52.2% | $1,955-69.9% | $4,300-86.3% |
| Admin fee / account holder | $543 | $2,434-77.7% | $2,828-80.8% | $6,925-92.2% |