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 | $34,250 | $60,139-43.0% | $90,461-62.1% | $79,856-57.1% |
| Participation rate | 53.8% | 65.0%-11.1pp | 72.7%-18.8pp | 69.6%-15.8pp |
| Annual return | 8.13% | 71.96%-63.8pp | 1294.76%-1286.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,311 | $2,069-36.6% | $3,264-59.8% | $2,471-46.9% |
| Participant deferral / active EE | $1,911 | $2,939-35.0% | $3,964-51.8% | $3,741-48.9% |
| Admin fee / account holder | $1,055 | $3,978-73.5% | $5,617-81.2% | $5,306-80.1% |