Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,550 | $96,678-72.5% | $86,640-69.4% | $139,466-81.0% |
| Participation rate | 29.4% | 74.4%-45.0pp | 71.7%-42.3pp | 80.3%-50.9pp |
| Annual return | 9.75% | 106.69%-96.9pp | 592.52%-582.8pp | 373.66%-363.9pp |
| Employer contribution / active EE | $518 | $3,265-84.1% | $3,024-82.9% | $4,754-89.1% |
| Participant deferral / active EE | $1,248 | $4,837-74.2% | $4,438-71.9% | $6,712-81.4% |
| Admin fee / account holder | $560 | $6,410-91.3% | $5,616-90.0% | $11,409-95.1% |