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 | $32,115 | $31,105+3.2% | $53,647-40.1% | $64,097-49.9% |
| Participation rate | 1.0% | 30.7%-29.7pp | 56.3%-55.3pp | 55.2%-54.2pp |
| Annual return | 12.41% | 22.54%-10.1pp | 358.33%-345.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $1,364 | $896+52.1% | $1,813-24.8% | $3,080-55.7% |
| Admin fee / account holder | $2,505 | $2,195+14.1% | $2,460+1.8% | $3,454-27.5% |