Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,923 | $84,236-75.2% | $170,435-87.7% | $70,126-70.2% |
| Participation rate | 51.3% | 70.8%-19.5pp | 83.6%-32.3pp | 69.5%-18.3pp |
| Annual return | 4.61% | 23.06%-18.4pp | 205.94%-201.3pp | 73.15%-68.5pp |
| Employer contribution / active EE | $775 | $3,387-77.1% | $5,432-85.7% | $2,343-66.9% |
| Participant deferral / active EE | $875 | $3,086-71.7% | $4,939-82.3% | $3,332-73.7% |
| Admin fee / account holder | $962 | $5,698-83.1% | $13,881-93.1% | $4,645-79.3% |