Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,199 | $84,741-78.5% | $75,731-76.0% | $167,553-89.1% |
| Participation rate | 35.7% | 77.8%-42.1pp | 74.8%-39.1pp | 82.1%-46.4pp |
| Annual return | 9.07% | 199.72%-190.7pp | 104.65%-95.6pp | 478.89%-469.8pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,044 | $4,577-77.2% | $3,820-72.7% | $6,343-83.5% |
| Admin fee / account holder | $24,424 | $5,361+355.6% | $3,620+574.7% | $12,316+98.3% |