Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $15,453 | $102,595-84.9% | $94,057-83.6% | $154,746-90.0% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 8.58% | 583.42%-574.8pp | 480.62%-472.0pp | 172.34%-163.8pp |
| Employer contribution / active EE | $680 | $3,147-78.4% | $2,933-76.8% | $4,379-84.5% |
| Participant deferral / active EE | $2,731 | $5,118-46.6% | $4,709-42.0% | $6,730-59.4% |
| Admin fee / account holder | $434 | $7,736-94.4% | $7,244-94.0% | $14,365-97.0% |