Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $40,664 | $110,337-63.1% | $102,383-60.3% | $145,877-72.1% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 7.24% | 24.83%-17.6pp | 24.94%-17.7pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,226 | $4,216-70.9% | $3,870-68.3% | $4,663-73.7% |
| Participant deferral / active EE | $2,386 | $5,621-57.5% | $5,060-52.8% | $6,691-64.3% |
| Admin fee / account holder | $1,756 | $9,750-82.0% | $8,391-79.1% | $13,402-86.9% |