Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,368 | $166,131-83.5% | $164,975-83.4% | $145,877-81.2% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 3.92% | 100.37%-96.4pp | 70.12%-66.2pp | 551.28%-547.4pp |
| Employer contribution / active EE | $1,813 | $5,276-65.6% | $4,343-58.2% | $4,663-61.1% |
| Participant deferral / active EE | $3,269 | $6,962-53.0% | $6,033-45.8% | $6,691-51.1% |
| Admin fee / account holder | $58,289 | $16,648+250.1% | $12,688+359.4% | $13,402+334.9% |