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 | $31,905 | $111,830-71.5% | $93,696-65.9% | $145,884-78.1% |
| Participation rate | 19.0% | 74.2%-55.2pp | 68.7%-49.7pp | 80.3%-61.3pp |
| Annual return | 7.42% | 204.08%-196.7pp | 133.74%-126.3pp | 551.85%-544.4pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,281 | $4,920-74.0% | $4,417-71.0% | $6,690-80.8% |
| Admin fee / account holder | $455 | $10,249-95.6% | $8,287-94.5% | $13,392-96.6% |