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 | $58,899 | $102,429-42.5% | $147,096-60.0% | $80,925-27.2% |
| Participation rate | 23.1% | 75.9%-52.8pp | 82.2%-59.1pp | 67.7%-44.6pp |
| Annual return | 11.37% | 135.02%-123.7pp | 419.75%-408.4pp | 35.65%-24.3pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,826 | $6,649-57.5% | $8,071-65.0% | $4,299-34.2% |
| Admin fee / account holder | $7,505 | $7,957-5.7% | $13,005-42.3% | $6,940+8.1% |