Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $11,382 | $100,203-88.6% | $85,240-86.6% | $145,897-92.2% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 3.04% | 84.28%-81.2pp | 66.75%-63.7pp | 552.29%-549.3pp |
| Employer contribution / active EE | $2,037 | $3,242-37.2% | $2,735-25.5% | $4,663-56.3% |
| Participant deferral / active EE | $969 | $5,299-81.7% | $4,527-78.6% | $6,689-85.5% |
| Admin fee / account holder | $4,929 | $7,265-32.2% | $6,165-20.0% | $13,390-63.2% |