Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,597 | $105,856-77.7% | $90,161-73.8% | $147,586-84.0% |
| Participation rate | 14.3% | 79.7%-65.4pp | 76.9%-62.6pp | 82.8%-68.5pp |
| Annual return | 5.36% | 37.63%-32.3pp | 34.89%-29.5pp | 578.59%-573.2pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,209 | $5,733-61.5% | $5,287-58.2% | $5,439-59.4% |
| Admin fee / account holder | $37,516 | $8,046+366.3% | $5,943+531.2% | $10,886+244.6% |