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 | $4,560 | $51,638-91.2% | $68,368-93.3% | $82,448-94.5% |
| Participation rate | 48.6% | 63.6%-15.0pp | 73.8%-25.2pp | 68.1%-19.5pp |
| Annual return | 13.18% | 37.53%-24.4pp | 292.57%-279.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $659 | $2,047-67.8% | $2,649-75.1% | $2,551-74.2% |
| Participant deferral / active EE | $967 | $2,914-66.8% | $4,123-76.6% | $4,139-76.6% |
| Admin fee / account holder | $2,456 | $4,643-47.1% | $5,150-52.3% | $7,234-66.1% |