Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,346 | $72,071-96.7% | $68,368-96.6% | $137,256-98.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 1.42% | 353.14%-351.7pp | 292.57%-291.2pp | 220.34%-218.9pp |
| Employer contribution / active EE | $473 | $2,788-83.0% | $2,649-82.1% | $4,156-88.6% |
| Participant deferral / active EE | $1,273 | $4,410-71.1% | $4,123-69.1% | $6,407-80.1% |
| Admin fee / account holder | $12,519 | $5,336+134.6% | $5,150+143.1% | $12,270+2.0% |