Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,276 | $96,691-77.0% | $86,656-74.3% | $139,487-84.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 3.32% | 106.87%-103.5pp | 593.09%-589.8pp | 373.84%-370.5pp |
| Employer contribution / active EE | $1,577 | $3,267-51.7% | $3,025-47.9% | $4,755-66.8% |
| Participant deferral / active EE | $32,176 | $4,838+565.1% | $4,439+624.8% | $6,713+379.3% |
| Admin fee / account holder | $92,579 | $6,414+1343.3% | $5,619+1547.7% | $11,407+711.6% |