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 | $58,669 | $55,423+5.9% | $155,602-62.3% | $74,400-21.1% |
| Participation rate | 46.9% | 61.9%-15.0pp | 78.2%-31.3pp | 67.2%-20.3pp |
| Annual return | 8.56% | 269.07%-260.5pp | 64.81%-56.3pp | 1367.51%-1359.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,800 | $2,835-36.5% | $5,629-68.0% | $4,348-58.6% |
| Admin fee / account holder | $3,908 | $1,744+124.0% | $15,923-75.5% | $1,944+101.1% |