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 | $40,586 | $59,467-31.7% | $93,727-56.7% | $74,478-45.5% |
| Participation rate | 23.9% | 59.6%-35.7pp | 68.7%-44.8pp | 67.2%-43.4pp |
| Annual return | 9.99% | 82.14%-72.2pp | 133.83%-123.8pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $0 | $1,267-100.0% | $2,421-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,594 | $3,052-47.8% | $4,417-63.9% | $4,350-63.4% |
| Admin fee / account holder | $1,547 | $3,028-48.9% | $8,292-81.3% | $1,946-20.5% |