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 | $13,700 | $72,071-81.0% | $68,368-80.0% | $137,256-90.0% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 10.54% | 353.14%-342.6pp | 292.57%-282.0pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,465 | $2,788-11.6% | $2,649-6.9% | $4,156-40.7% |
| Participant deferral / active EE | $3,394 | $4,410-23.0% | $4,123-17.7% | $6,407-47.0% |
| Admin fee / account holder | $15,978 | $5,336+199.5% | $5,150+210.3% | $12,270+30.2% |