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 | $21,802 | $90,614-75.9% | $76,089-71.3% | $145,877-85.1% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 4.45% | 623.80%-619.3pp | 360.94%-356.5pp | 551.28%-546.8pp |
| Employer contribution / active EE | $1,073 | $3,324-67.7% | $2,690-60.1% | $4,663-77.0% |
| Participant deferral / active EE | $3,479 | $5,168-32.7% | $4,259-18.3% | $6,691-48.0% |
| Admin fee / account holder | $1,620 | $8,376-80.7% | $6,418-74.8% | $13,402-87.9% |