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 | $12,883 | $112,729-88.6% | $98,716-86.9% | $137,256-90.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 4.89% | 38.48%-33.6pp | 31.81%-26.9pp | 220.34%-215.5pp |
| Employer contribution / active EE | $1,103 | $2,725-59.5% | $2,279-51.6% | $4,156-73.5% |
| Participant deferral / active EE | $4,195 | $4,640-9.6% | $4,048+3.6% | $6,407-34.5% |
| Admin fee / account holder | $22,752 | $10,129+124.6% | $8,703+161.4% | $12,270+85.4% |