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 | $45,782 | $48,327-5.3% | $67,575-32.3% | $80,935-43.4% |
| Participation rate | 6.9% | 66.4%-59.5pp | 72.9%-66.0pp | 67.7%-60.8pp |
| Annual return | 11.17% | 18.31%-7.1pp | 3528.98%-3517.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,420 | $2,927-51.5% | $4,003-64.5% | $4,299-67.0% |
| Admin fee / account holder | $169,789 | $3,692+4498.6% | $3,993+4152.2% | $6,924+2352.1% |