Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,983 | $154,754-89.0% | $124,206-86.3% | $138,895-87.8% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.6%-49.6pp | 79.9%-59.9pp |
| Annual return | 6.61% | 709.28%-702.7pp | 515.27%-508.7pp | 145.39%-138.8pp |
| Employer contribution / active EE | $789 | $4,446-82.3% | $3,540-77.7% | $4,194-81.2% |
| Participant deferral / active EE | $1,794 | $4,621-61.2% | $3,968-54.8% | $6,396-71.9% |
| Admin fee / account holder | $28,088 | $6,690+319.9% | $5,929+373.8% | $12,562+123.6% |