Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,152 | $60,442-40.2% | $96,754-62.6% | $87,485-58.7% |
| Participation rate | 13.9% | 58.7%-44.8pp | 70.3%-56.3pp | 68.9%-55.0pp |
| Annual return | 9.73% | 21.97%-12.2pp | 82.04%-72.3pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,121 | $3,280-65.8% | $4,758-76.4% | $4,274-73.8% |
| Admin fee / account holder | $3,247 | $5,069-35.9% | $8,905-63.5% | $7,775-58.2% |