Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,834 | $132,099-81.2% | $115,599-78.5% | $138,895-82.1% |
| Participation rate | 8.3% | 77.9%-69.5pp | 74.3%-65.9pp | 79.9%-71.6pp |
| Annual return | 6.97% | 176.76%-169.8pp | 111.10%-104.1pp | 145.39%-138.4pp |
| Employer contribution / active EE | $772 | $3,416-77.4% | $2,955-73.9% | $4,194-81.6% |
| Participant deferral / active EE | $2,606 | $5,617-53.6% | $4,889-46.7% | $6,396-59.3% |
| Admin fee / account holder | $180,700 | $15,650+1054.6% | $12,841+1307.3% | $12,562+1338.4% |