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 | $19,422 | $51,638-62.4% | $129,406-85.0% | $80,959-76.0% |
| Participation rate | 3.7% | 56.9%-53.2pp | 69.6%-65.9pp | 67.7%-64.0pp |
| Annual return | 6.28% | 20.78%-14.5pp | 9468.18%-9461.9pp | 35.67%-29.4pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $343 | $4,313-92.1% | $7,689-95.5% | $6,925-95.1% |