Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,787 | $125,778-83.5% | $114,563-81.9% | $154,746-86.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | 6.02% | 295.14%-289.1pp | 241.09%-235.1pp | 172.34%-166.3pp |
| Employer contribution / active EE | $1,129 | $2,806-59.8% | $2,592-56.4% | $4,379-74.2% |
| Participant deferral / active EE | $3,832 | $4,445-13.8% | $4,142-7.5% | $6,730-43.1% |
| Admin fee / account holder | $340,976 | $8,190+4063.1% | $7,623+4372.9% | $14,365+2273.6% |