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 | $13,300 | $111,535-88.1% | $105,223-87.4% | $137,256-90.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 6.65% | 237.85%-231.2pp | 180.65%-174.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,463 | $3,939-62.9% | $3,689-60.3% | $4,156-64.8% |
| Participant deferral / active EE | $2,122 | $5,500-61.4% | $5,072-58.2% | $6,407-66.9% |
| Admin fee / account holder | $7,511 | $9,721-22.7% | $8,859-15.2% | $12,270-38.8% |