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 | $40,926 | $102,429-60.0% | $147,096-72.2% | $80,925-49.4% |
| Participation rate | 28.1% | 75.9%-47.7pp | 82.2%-54.1pp | 67.7%-39.5pp |
| Annual return | 6.95% | 135.02%-128.1pp | 419.75%-412.8pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,217 | $6,649-21.5% | $8,071-35.4% | $4,299+21.4% |
| Admin fee / account holder | $9,928 | $7,957+24.8% | $13,005-23.7% | $6,940+43.1% |