Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,355 | $115,796-79.8% | $101,264-76.9% | $158,950-85.3% |
| Participation rate | 25.0% | 79.4%-54.4pp | 75.8%-50.8pp | 82.0%-57.0pp |
| Annual return | 1.29% | 56.15%-54.9pp | 46.48%-45.2pp | 302.91%-301.6pp |
| Employer contribution / active EE | $1,003 | $4,175-76.0% | $3,660-72.6% | $4,762-78.9% |
| Participant deferral / active EE | $4,052 | $4,958-18.3% | $4,370-7.3% | $5,983-32.3% |
| Admin fee / account holder | $39,494 | $7,247+445.0% | $5,947+564.1% | $11,248+251.1% |