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 | $33,311 | $80,812-58.8% | $160,784-79.3% | $82,448-59.6% |
| Participation rate | 66.0% | 66.2%-0.3pp | 77.0%-11.0pp | 68.1%-2.1pp |
| Annual return | 8.67% | 100.59%-91.9pp | 1803.92%-1795.2pp | 41.64%-33.0pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,237 | $4,335-48.4% | $6,293-64.5% | $4,139-46.0% |
| Admin fee / account holder | $17,294 | $7,695+124.7% | $9,717+78.0% | $7,234+139.1% |