Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $27,875 | $47,479-41.3% | $62,929-55.7% | $82,448-66.2% |
| Participation rate | 38.9% | 66.9%-28.0pp | 73.1%-34.2pp | 68.1%-29.2pp |
| Annual return | 9.47% | 20.34%-10.9pp | 1063.93%-1054.5pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,031 | $1,885-45.3% | $2,505-58.9% | $2,551-59.6% |
| Participant deferral / active EE | $1,446 | $2,870-49.6% | $3,888-62.8% | $4,139-65.1% |
| Admin fee / account holder | $8,959 | $3,804+135.5% | $5,065+76.9% | $7,234+23.8% |