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 | $15,243 | $29,667-48.6% | $56,441-73.0% | $80,874-81.2% |
| Participation rate | 26.5% | 41.7%-15.2pp | 52.5%-26.0pp | 67.6%-41.1pp |
| Annual return | 7.76% | 35.22%-27.5pp | 1704.21%-1696.5pp | 35.62%-27.9pp |
| Employer contribution / active EE | $595 | $669-11.1% | $1,039-42.7% | $2,756-78.4% |
| Participant deferral / active EE | $1,625 | $1,227+32.5% | $1,953-16.8% | $4,297-62.2% |
| Admin fee / account holder | $4,397 | $2,429+81.0% | $2,829+55.4% | $6,935-36.6% |