Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,205 | $52,353-82.4% | $120,225-92.3% | $82,448-88.8% |
| Participation rate | 55.6% | 58.3%-2.8pp | 69.6%-14.0pp | 68.1%-12.5pp |
| Annual return | 9.99% | 61.85%-51.9pp | 439.23%-429.2pp | 41.64%-31.6pp |
| Employer contribution / active EE | $754 | $1,510-50.1% | $3,475-78.3% | $2,551-70.4% |
| Participant deferral / active EE | $1,051 | $2,627-60.0% | $3,999-73.7% | $4,139-74.6% |
| Admin fee / account holder | $783 | $4,363-82.0% | $5,696-86.2% | $7,234-89.2% |