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 | $59,236 | $60,139-1.5% | $90,461-34.5% | $79,856-25.8% |
| Participation rate | 31.0% | 65.0%-34.0pp | 72.7%-41.7pp | 69.6%-38.7pp |
| Annual return | 7.55% | 71.96%-64.4pp | 1294.76%-1287.2pp | 31.71%-24.2pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,033 | $2,939-30.8% | $3,964-48.7% | $3,741-45.7% |
| Admin fee / account holder | $1,742 | $3,978-56.2% | $5,617-69.0% | $5,306-67.2% |