Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,030 | $88,778-85.3% | $81,844-84.1% | $145,884-91.1% |
| Participation rate | 31.3% | 75.1%-43.8pp | 72.4%-41.1pp | 80.3%-49.1pp |
| Annual return | 7.36% | 1033.03%-1025.7pp | 778.87%-771.5pp | 551.85%-544.5pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $873 | $4,648-81.2% | $4,323-79.8% | $6,690-87.0% |
| Admin fee / account holder | $17,911 | $8,430+112.5% | $7,355+143.5% | $13,392+33.7% |