Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,574 | $37,156-66.2% | $83,854-85.0% | $86,983-85.5% |
| Participation rate | 39.3% | 49.1%-9.8pp | 59.1%-19.8pp | 69.5%-30.3pp |
| Annual return | 12.77% | 29.88%-17.1pp | 31.39%-18.6pp | 25.83%-13.1pp |
| Employer contribution / active EE | $697 | $661+5.5% | $1,017-31.5% | $2,584-73.0% |
| Participant deferral / active EE | $2,893 | $1,418+104.0% | $2,035+42.1% | $4,194-31.0% |
| Admin fee / account holder | $39,913 | $2,510+1490.3% | $3,197+1148.5% | $7,856+408.1% |