Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,583 | $30,421-22.5% | $56,077-57.9% | $74,429-68.3% |
| Participation rate | 8.5% | 32.9%-24.4pp | 52.5%-44.0pp | 67.2%-58.7pp |
| Annual return | 8.36% | 24.94%-16.6pp | 1709.28%-1700.9pp | 1368.38%-1360.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,040-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $294 | $1,175-75.0% | $1,954-85.0% | $4,348-93.2% |
| Admin fee / account holder | $4,912 | $2,363+107.8% | $2,825+73.9% | $1,944+152.6% |