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 | $6,256 | $85,060-92.6% | $70,548-91.1% | $139,456-95.5% |
| Participation rate | 62.5% | 73.9%-11.4pp | 68.3%-5.8pp | 80.3%-17.8pp |
| Annual return | 9.53% | 30.38%-20.8pp | 32.78%-23.2pp | 373.45%-363.9pp |
| Employer contribution / active EE | $755 | $3,911-80.7% | $2,975-74.6% | $4,753-84.1% |
| Participant deferral / active EE | $1,397 | $5,890-76.3% | $4,567-69.4% | $6,711-79.2% |
| Admin fee / account holder | $4,810 | $8,925-46.1% | $6,424-25.1% | $11,407-57.8% |