Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,325 | $102,595-80.2% | $94,057-78.4% | $154,746-86.9% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 9.09% | 583.42%-574.3pp | 480.62%-471.5pp | 172.34%-163.2pp |
| Employer contribution / active EE | $988 | $3,147-68.6% | $2,933-66.3% | $4,379-77.4% |
| Participant deferral / active EE | $2,704 | $5,118-47.2% | $4,709-42.6% | $6,730-59.8% |
| Admin fee / account holder | $3,898 | $7,736-49.6% | $7,244-46.2% | $14,365-72.9% |