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 | $9,486 | $102,595-90.8% | $94,057-89.9% | $154,746-93.9% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 9.54% | 583.42%-573.9pp | 480.62%-471.1pp | 172.34%-162.8pp |
| Employer contribution / active EE | $763 | $3,147-75.8% | $2,933-74.0% | $4,379-82.6% |
| Participant deferral / active EE | $2,020 | $5,118-60.5% | $4,709-57.1% | $6,730-70.0% |
| Admin fee / account holder | $688 | $7,736-91.1% | $7,244-90.5% | $14,365-95.2% |