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 | $60,049 | $100,938-40.5% | $90,461-33.6% | $158,982-62.2% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.7%-11.6pp | 82.0%-20.9pp |
| Annual return | 4.73% | 1727.20%-1722.5pp | 1294.76%-1290.0pp | 302.99%-298.3pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,172 | $4,350-4.1% | $3,964+5.2% | $5,983-30.3% |
| Admin fee / account holder | $33,812 | $6,510+419.4% | $5,617+502.0% | $11,252+200.5% |