Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $5,058 | $88,710-94.3% | $81,783-93.8% | $145,959-96.5% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.4%-25.3pp | 80.3%-33.2pp |
| Annual return | 6.20% | 1027.26%-1021.1pp | 775.05%-768.8pp | 561.95%-555.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $733 | $4,645-84.2% | $4,320-83.0% | $6,689-89.0% |
| Admin fee / account holder | $4,068 | $8,407-51.6% | $7,380-44.9% | $13,398-69.6% |