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 | $34,588 | $98,240-64.8% | $82,312-58.0% | $147,586-76.6% |
| Participation rate | 57.9% | 79.7%-21.8pp | 76.9%-19.0pp | 82.8%-24.9pp |
| Annual return | 6.99% | 30.85%-23.9pp | 25.88%-18.9pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,802 | $4,383-58.9% | $3,706-51.4% | $5,439-66.9% |
| Admin fee / account holder | $612 | $8,563-92.9% | $5,608-89.1% | $10,886-94.4% |