Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,541 | $57,312-71.1% | $86,617-80.9% | $75,181-78.0% |
| Participation rate | 40.0% | 63.2%-23.2pp | 71.7%-31.7pp | 67.2%-27.2pp |
| Annual return | 11.77% | 2672.78%-2661.0pp | 591.91%-580.1pp | 160.69%-148.9pp |
| Employer contribution / active EE | $300 | $2,315-87.1% | $3,023-90.1% | $2,671-88.8% |
| Participant deferral / active EE | $1,093 | $3,319-67.1% | $4,437-75.4% | $4,126-73.5% |
| Admin fee / account holder | $2,218 | $4,114-46.1% | $5,613-60.5% | $5,650-60.7% |