Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $8,817 | $72,071-87.8% | $68,368-87.1% | $137,256-93.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 11.98% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,909 | $2,788+4.3% | $2,649+9.8% | $4,156-30.0% |
| Participant deferral / active EE | $3,862 | $4,410-12.4% | $4,123-6.3% | $6,407-39.7% |
| Admin fee / account holder | $21,908 | $5,336+310.6% | $5,150+325.4% | $12,270+78.5% |