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 | $26,551 | $55,472-52.1% | $155,567-82.9% | $74,546-64.4% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.4pp | 67.2%-42.4pp |
| Annual return | 10.91% | 268.72%-257.8pp | 64.74%-53.8pp | 1366.03%-1355.1pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $819 | $2,838-71.1% | $5,628-85.4% | $4,347-81.2% |
| Admin fee / account holder | $930 | $1,743-46.6% | $15,916-94.2% | $1,944-52.1% |