Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $24,006 | $58,275-58.8% | $81,844-70.7% | $80,935-70.3% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 10.16% | 41.82%-31.7pp | 778.87%-768.7pp | 35.66%-25.5pp |
| Employer contribution / active EE | $499 | $2,346-78.7% | $2,916-82.9% | $2,757-81.9% |
| Participant deferral / active EE | $794 | $3,285-75.8% | $4,323-81.6% | $4,299-81.5% |
| Admin fee / account holder | $12,324 | $4,749+159.5% | $7,355+67.6% | $6,924+78.0% |