Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,151 | $29,667-38.8% | $56,441-67.8% | $80,874-77.6% |
| Participation rate | 10.0% | 41.7%-31.7pp | 52.5%-42.5pp | 67.6%-57.6pp |
| Annual return | 4.31% | 35.22%-30.9pp | 1704.21%-1699.9pp | 35.62%-31.3pp |
| Employer contribution / active EE | $356 | $669-46.9% | $1,039-65.8% | $2,756-87.1% |
| Participant deferral / active EE | $967 | $1,227-21.2% | $1,953-50.5% | $4,297-77.5% |
| Admin fee / account holder | $516 | $2,429-78.8% | $2,829-81.8% | $6,935-92.6% |