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 | $28,907 | $27,936+3.5% | $58,561-50.6% | $75,173-61.5% |
| Participation rate | 32.9% | 38.8%-6.0pp | 50.9%-18.0pp | 67.2%-34.3pp |
| Annual return | 7.44% | 44.21%-36.8pp | 4251.33%-4243.9pp | 160.72%-153.3pp |
| Employer contribution / active EE | $109 | $670-83.8% | $1,053-89.7% | $2,671-95.9% |
| Participant deferral / active EE | $546 | $1,202-54.5% | $1,923-71.6% | $4,126-86.8% |
| Admin fee / account holder | $8,102 | $1,727+369.2% | $2,520+221.5% | $5,651+43.4% |