Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,697 | $90,614-84.9% | $76,089-82.0% | $145,877-90.6% |
| Participation rate | 44.4% | 74.5%-30.1pp | 69.1%-24.6pp | 80.3%-35.9pp |
| Annual return | -0.79% | 623.80%-624.6pp | 360.94%-361.7pp | 551.28%-552.1pp |
| Employer contribution / active EE | $788 | $3,324-76.3% | $2,690-70.7% | $4,663-83.1% |
| Participant deferral / active EE | $2,346 | $5,168-54.6% | $4,259-44.9% | $6,691-64.9% |
| Admin fee / account holder | $1,254 | $8,376-85.0% | $6,418-80.5% | $13,402-90.6% |