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 | $38,626 | $176,120-78.1% | $159,487-75.8% | $167,553-76.9% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 6.57% | 331.95%-325.4pp | 263.71%-257.1pp | 478.89%-472.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,973 | $7,752-35.8% | $7,354-32.4% | $6,343-21.6% |
| Admin fee / account holder | $27,549 | $12,561+119.3% | $10,804+155.0% | $12,316+123.7% |