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 | $25,480 | $36,943-31.0% | $52,425-51.4% | $103,975-75.5% |
| Participation rate | 3.5% | 27.5%-24.0pp | 55.6%-52.1pp | 72.5%-69.0pp |
| Annual return | 13.47% | 17.59%-4.1pp | 302.12%-288.7pp | 19.41%-5.9pp |
| Employer contribution / active EE | $63 | $884-92.9% | $914-93.1% | $3,722-98.3% |
| Participant deferral / active EE | $205 | $1,347-84.8% | $1,790-88.5% | $5,343-96.2% |
| Admin fee / account holder | $3,741 | $508+636.4% | $2,495+50.0% | $332+1025.5% |