Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $31,558 | $99,995-68.4% | $85,063-62.9% | $145,978-78.4% |
| Participation rate | 14.3% | 74.1%-59.8pp | 67.5%-53.2pp | 80.3%-66.0pp |
| Annual return | 6.58% | 83.99%-77.4pp | 66.54%-60.0pp | 550.52%-543.9pp |
| Employer contribution / active EE | $791 | $3,231-75.5% | $2,727-71.0% | $4,662-83.0% |
| Participant deferral / active EE | $2,911 | $5,295-45.0% | $4,523-35.6% | $6,690-56.5% |
| Admin fee / account holder | $32,145 | $7,255+343.1% | $6,155+422.3% | $13,400+139.9% |