Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $22,380 | $185,312-87.9% | $161,489-86.1% | $154,746-85.5% |
| Participation rate | 0.0% | 82.5%-82.5pp | 78.7%-78.7pp | 80.7%-80.7pp |
| Annual return | -0.18% | 103.84%-104.0pp | 89.72%-89.9pp | 172.34%-172.5pp |
| Employer contribution / active EE | $1,594 | $4,769-66.6% | $4,268-62.7% | $4,379-63.6% |
| Participant deferral / active EE | $3,439 | $6,350-45.8% | $5,630-38.9% | $6,730-48.9% |
| Admin fee / account holder | $4,340 | $18,654-76.7% | $16,006-72.9% | $14,365-69.8% |