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 | $26,259 | $153,311-82.9% | $109,313-76.0% | $273,972-90.4% |
| Participation rate | 38.5% | 80.1%-41.6pp | 71.3%-32.8pp | 83.0%-44.6pp |
| Annual return | 0.41% | 29.86%-29.4pp | 22.07%-21.7pp | 41.46%-41.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $527 | $8,076-93.5% | $5,666-90.7% | $10,133-94.8% |