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 | $3,867 | $36,948-89.5% | $73,658-94.8% | $87,485-95.6% |
| Participation rate | 12.0% | 46.8%-34.8pp | 57.0%-45.0pp | 68.9%-56.9pp |
| Annual return | 12.76% | 28.64%-15.9pp | 29.72%-17.0pp | 26.06%-13.3pp |
| Employer contribution / active EE | $215 | $670-68.0% | $1,032-79.2% | $2,596-91.7% |
| Participant deferral / active EE | $361 | $1,379-73.8% | $2,062-82.5% | $4,274-91.6% |
| Admin fee / account holder | $2,793 | $2,531+10.3% | $3,357-16.8% | $7,775-64.1% |