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 | $14,473 | $29,667-51.2% | $56,441-74.4% | $80,874-82.1% |
| Participation rate | 46.2% | 41.7%+4.5pp | 52.5%-6.3pp | 67.6%-21.5pp |
| Annual return | 7.94% | 35.22%-27.3pp | 1704.21%-1696.3pp | 35.62%-27.7pp |
| Employer contribution / active EE | $787 | $669+17.5% | $1,039-24.3% | $2,756-71.5% |
| Participant deferral / active EE | $1,785 | $1,227+45.5% | $1,953-8.6% | $4,297-58.5% |
| Admin fee / account holder | $2,765 | $2,429+13.8% | $2,829-2.3% | $6,935-60.1% |