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 | $23,475 | $88,778-73.6% | $81,844-71.3% | $145,884-83.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 72.4%-32.4pp | 80.3%-40.3pp |
| Annual return | 5.11% | 1033.03%-1027.9pp | 778.87%-773.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,348 | $3,087-56.3% | $2,916-53.8% | $4,662-71.1% |
| Participant deferral / active EE | $6,252 | $4,648+34.5% | $4,323+44.6% | $6,690-6.5% |
| Admin fee / account holder | $35,333 | $8,430+319.1% | $7,355+380.4% | $13,392+163.8% |