Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,649 | $55,889-73.8% | $76,119-80.8% | $80,935-81.9% |
| Participation rate | 17.1% | 62.1%-44.9pp | 69.1%-51.9pp | 67.7%-50.5pp |
| Annual return | 4.98% | 20.58%-15.6pp | 361.25%-356.3pp | 35.66%-30.7pp |
| Employer contribution / active EE | $465 | $1,866-75.1% | $2,693-82.7% | $2,757-83.1% |
| Participant deferral / active EE | $1,305 | $3,051-57.2% | $4,259-69.4% | $4,299-69.6% |
| Admin fee / account holder | $1,621 | $5,241-69.1% | $6,421-74.7% | $6,924-76.6% |