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 | $30,117 | $58,292-48.3% | $86,640-65.2% | $71,511-57.9% |
| Participation rate | 15.2% | 65.0%-49.8pp | 71.7%-56.5pp | 67.9%-52.8pp |
| Annual return | 12.47% | 21.63%-9.2pp | 592.52%-580.1pp | 28.86%-16.4pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,024-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $993 | $3,438-71.1% | $4,438-77.6% | $4,291-76.9% |
| Admin fee / account holder | $13,480 | $1,057+1174.8% | $5,616+140.0% | $1,588+748.6% |