Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,592 | $77,920-71.0% | $149,723-84.9% | $75,177-69.9% |
| Participation rate | 6.3% | 65.6%-59.3pp | 78.8%-72.5pp | 67.2%-61.0pp |
| Annual return | 11.99% | 31.72%-19.7pp | 134.50%-122.5pp | 160.75%-148.8pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $332 | $5,951-94.4% | $13,215-97.5% | $5,651-94.1% |