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 | $26,526 | $70,366-62.3% | $66,674-60.2% | $138,895-80.9% |
| Participation rate | 52.9% | 76.2%-23.2pp | 73.7%-20.7pp | 79.9%-27.0pp |
| Annual return | 9.23% | 386.41%-377.2pp | 321.24%-312.0pp | 145.39%-136.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,731 | $4,374-37.6% | $4,084-33.1% | $6,396-57.3% |
| Admin fee / account holder | $1,161 | $5,262-77.9% | $5,098-77.2% | $12,562-90.8% |