Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,207 | $68,097-42.4% | $62,929-37.7% | $137,256-71.4% |
| Participation rate | 15.4% | 77.4%-62.1pp | 73.1%-57.7pp | 80.0%-64.6pp |
| Annual return | 9.46% | 1859.11%-1849.7pp | 1063.93%-1054.5pp | 220.34%-210.9pp |
| Employer contribution / active EE | $414 | $2,811-85.3% | $2,505-83.5% | $4,156-90.0% |
| Participant deferral / active EE | $915 | $4,553-79.9% | $3,888-76.5% | $6,407-85.7% |
| Admin fee / account holder | $27,086 | $6,521+315.3% | $5,065+434.8% | $12,270+120.7% |