Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,692 | $29,736-87.6% | $56,033-93.4% | $80,935-95.4% |
| Participation rate | 57.6% | 41.7%+15.9pp | 52.5%+5.1pp | 67.7%-10.0pp |
| Annual return | 8.18% | 35.28%-27.1pp | 1711.38%-1703.2pp | 35.66%-27.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $709 | $1,228-42.3% | $1,954-63.7% | $4,299-83.5% |
| Admin fee / account holder | $2,785 | $2,434+14.4% | $2,827-1.5% | $6,924-59.8% |