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 | $14,922 | $88,778-83.2% | $81,844-81.8% | $145,884-89.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.67% | 1033.03%-1025.4pp | 778.87%-771.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,591 | $3,087-48.5% | $2,916-45.5% | $4,662-65.9% |
| Participant deferral / active EE | $9,390 | $4,648+102.0% | $4,323+117.2% | $6,690+40.4% |
| Admin fee / account holder | $122,174 | $8,430+1349.2% | $7,355+1561.0% | $13,392+812.3% |