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 | $14,353 | $49,976-71.3% | $66,674-78.5% | $82,637-82.6% |
| Participation rate | 69.4% | 63.1%+6.3pp | 73.7%-4.3pp | 68.1%+1.3pp |
| Annual return | 8.99% | 39.09%-30.1pp | 321.24%-312.2pp | 53.51%-44.5pp |
| Employer contribution / active EE | $511 | $1,988-74.3% | $2,620-80.5% | $2,552-80.0% |
| Participant deferral / active EE | $576 | $2,847-79.8% | $4,084-85.9% | $4,126-86.0% |
| Admin fee / account holder | $13,955 | $4,594+203.8% | $5,098+173.7% | $7,339+90.2% |