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 | $25,809 | $88,778-70.9% | $81,844-68.5% | $145,884-82.3% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 9.06% | 1033.03%-1024.0pp | 778.87%-769.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $468 | $3,087-84.8% | $2,916-83.9% | $4,662-90.0% |
| Participant deferral / active EE | $1,170 | $4,648-74.8% | $4,323-72.9% | $6,690-82.5% |
| Admin fee / account holder | $55,761 | $8,430+561.4% | $7,355+658.1% | $13,392+316.4% |