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 | $41,923 | $60,504-30.7% | $81,882-48.8% | $74,478-43.7% |
| Participation rate | 23.4% | 62.9%-39.6pp | 72.4%-49.0pp | 67.2%-43.9pp |
| Annual return | 9.58% | 16.91%-7.3pp | 779.47%-769.9pp | 1370.56%-1361.0pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,815 | $3,400-46.6% | $4,323-58.0% | $4,350-58.3% |
| Admin fee / account holder | $3,671 | $1,492+146.0% | $7,360-50.1% | $1,946+88.6% |