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 | $16,234 | $29,319-44.6% | $52,425-69.0% | $82,448-80.3% |
| Participation rate | 16.7% | 46.9%-30.2pp | 55.6%-39.0pp | 68.1%-51.4pp |
| Annual return | 13.80% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $205 | $586-65.0% | $914-77.6% | $2,551-92.0% |
| Participant deferral / active EE | $417 | $1,171-64.4% | $1,790-76.7% | $4,139-89.9% |
| Admin fee / account holder | $345 | $1,962-82.4% | $2,495-86.2% | $7,234-95.2% |