Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,586 | $72,071-70.0% | $68,368-68.4% | $137,256-84.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.0%-21.1pp |
| Annual return | 10.69% | 353.14%-342.5pp | 292.57%-281.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $768 | $2,788-72.5% | $2,649-71.0% | $4,156-81.5% |
| Participant deferral / active EE | $2,114 | $4,410-52.1% | $4,123-48.7% | $6,407-67.0% |
| Admin fee / account holder | $7,206 | $5,336+35.1% | $5,150+39.9% | $12,270-41.3% |