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 | $45,976 | $152,619-69.9% | $125,195-63.3% | $152,909-69.9% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.5%-45.0pp |
| Annual return | 2.15% | 54.85%-52.7pp | 43.79%-41.6pp | 345.46%-343.3pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,929 | $5,869-50.1% | $4,937-40.7% | $5,851-49.9% |
| Admin fee / account holder | $7,283 | $13,437-45.8% | $9,704-24.9% | $11,601-37.2% |