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 | $32,459 | $80,812-59.8% | $160,784-79.8% | $82,448-60.6% |
| Participation rate | 24.0% | 66.2%-42.2pp | 77.0%-53.0pp | 68.1%-44.1pp |
| Annual return | 12.23% | 100.59%-88.4pp | 1803.92%-1791.7pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,221 | $4,335-48.8% | $6,293-64.7% | $4,139-46.3% |
| Admin fee / account holder | $27,932 | $7,695+263.0% | $9,717+187.5% | $7,234+286.1% |