Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,211 | $29,319-85.6% | $52,425-92.0% | $82,448-94.9% |
| Participation rate | 27.6% | 46.9%-19.3pp | 55.6%-28.0pp | 68.1%-40.5pp |
| Annual return | 13.47% | 535.20%-521.7pp | 302.12%-288.7pp | 41.64%-28.2pp |
| Employer contribution / active EE | $329 | $586-44.0% | $914-64.0% | $2,551-87.1% |
| Participant deferral / active EE | $462 | $1,171-60.6% | $1,790-74.2% | $4,139-88.8% |
| Admin fee / account holder | $2,151 | $1,962+9.6% | $2,495-13.8% | $7,234-70.3% |