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 | $16,531 | $68,097-75.7% | $62,929-73.7% | $137,256-88.0% |
| Participation rate | 33.3% | 77.4%-44.1pp | 73.1%-39.8pp | 80.0%-46.6pp |
| Annual return | 8.19% | 1859.11%-1850.9pp | 1063.93%-1055.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,230 | $2,811-56.3% | $2,505-50.9% | $4,156-70.4% |
| Participant deferral / active EE | $2,026 | $4,553-55.5% | $3,888-47.9% | $6,407-68.4% |
| Admin fee / account holder | $27,236 | $6,521+317.6% | $5,065+437.8% | $12,270+122.0% |