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 | $78,149 | $27,800+181.1% | $58,561+33.4% | $71,511+9.3% |
| Participation rate | 22.7% | 34.6%-11.9pp | 50.9%-28.2pp | 67.9%-45.2pp |
| Annual return | 13.12% | 26.80%-13.7pp | 4251.33%-4238.2pp | 28.86%-15.7pp |
| Employer contribution / active EE | $0 | $632-100.0% | $1,053-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $974 | $1,208-19.4% | $1,923-49.3% | $4,291-77.3% |
| Admin fee / account holder | $12,466 | $1,637+661.4% | $2,520+394.6% | $1,588+684.8% |