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 | $22,831 | $58,311-60.8% | $81,882-72.1% | $80,959-71.8% |
| Participation rate | 16.9% | 63.5%-46.6pp | 72.4%-55.5pp | 67.7%-50.7pp |
| Annual return | 9.30% | 41.85%-32.6pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $471 | $2,347-79.9% | $2,916-83.8% | $2,757-82.9% |
| Participant deferral / active EE | $851 | $3,287-74.1% | $4,323-80.3% | $4,300-80.2% |
| Admin fee / account holder | $801 | $4,752-83.1% | $7,360-89.1% | $6,925-88.4% |