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 | $40,307 | $114,073-64.7% | $96,161-58.1% | $167,518-75.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 6.97% | 189.95%-183.0pp | 192.01%-185.0pp | 478.71%-471.7pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $975 | $5,195-81.2% | $4,349-77.6% | $6,342-84.6% |
| Admin fee / account holder | $1,901 | $6,899-72.4% | $5,538-65.7% | $12,312-84.6% |