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 | $19,541 | $88,754-78.0% | $81,820-76.1% | $145,877-86.6% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 7.13% | 1031.77%-1024.6pp | 777.93%-770.8pp | 551.28%-544.2pp |
| Employer contribution / active EE | $814 | $3,085-73.6% | $2,915-72.1% | $4,663-82.5% |
| Participant deferral / active EE | $2,272 | $4,648-51.1% | $4,323-47.4% | $6,691-66.0% |
| Admin fee / account holder | $492 | $8,424-94.2% | $7,391-93.3% | $13,402-96.3% |