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 | $31,845 | $73,518-56.7% | $63,003-49.5% | $147,585-78.4% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 7.26% | 175.46%-168.2pp | 87.59%-80.3pp | 578.57%-571.3pp |
| Employer contribution / active EE | $2,103 | $3,322-36.7% | $2,760-23.8% | $4,876-56.9% |
| Participant deferral / active EE | $2,896 | $4,183-30.8% | $3,329-13.0% | $5,439-46.8% |
| Admin fee / account holder | $10,193 | $5,952+71.2% | $3,600+183.1% | $10,885-6.4% |