Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,688 | $29,733-37.1% | $56,025-66.6% | $80,959-76.9% |
| Participation rate | 19.0% | 41.7%-22.7pp | 52.5%-33.5pp | 67.7%-48.6pp |
| Annual return | 6.39% | 35.28%-28.9pp | 1712.69%-1706.3pp | 35.67%-29.3pp |
| Employer contribution / active EE | $154 | $672-77.1% | $1,042-85.2% | $2,757-94.4% |
| Participant deferral / active EE | $807 | $1,229-34.3% | $1,955-58.7% | $4,300-81.2% |
| Admin fee / account holder | $666 | $2,434-72.6% | $2,828-76.4% | $6,925-90.4% |