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 | $6,670 | $99,053-93.3% | $88,179-92.4% | $138,895-95.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 4.75% | 78.17%-73.4pp | 64.97%-60.2pp | 145.39%-140.6pp |
| Employer contribution / active EE | $733 | $2,882-74.6% | $2,549-71.2% | $4,194-82.5% |
| Participant deferral / active EE | $1,081 | $5,225-79.3% | $4,614-76.6% | $6,396-83.1% |
| Admin fee / account holder | $15,380 | $8,748+75.8% | $7,673+100.4% | $12,562+22.4% |