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 | $35,367 | $61,815-42.8% | $97,295-63.6% | $80,959-56.3% |
| Participation rate | 32.0% | 63.5%-31.5pp | 72.7%-40.7pp | 67.7%-35.7pp |
| Annual return | 9.13% | -558.73%+567.9pp | 75.62%-66.5pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $982 | $3,027-67.6% | $4,264-77.0% | $4,300-77.2% |
| Admin fee / account holder | $46,649 | $5,166+803.1% | $5,646+726.2% | $6,925+573.6% |