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 | $103,092 | $101,672+1.4% | $147,117-29.9% | $74,478+38.4% |
| Participation rate | 31.5% | 75.5%-44.0pp | 82.2%-50.7pp | 67.2%-35.7pp |
| Annual return | 12.03% | 8757.83%-8745.8pp | 420.54%-408.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,411 | $7,305-53.3% | $8,065-57.7% | $4,350-21.6% |
| Admin fee / account holder | $15,801 | $1,753+801.3% | $12,993+21.6% | $1,946+712.0% |