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 | $27,502 | $28,624-3.9% | $53,647-48.7% | $82,637-66.7% |
| Participation rate | 20.0% | 47.3%-27.3pp | 56.3%-36.3pp | 68.1%-48.1pp |
| Annual return | 9.87% | 664.98%-655.1pp | 358.33%-348.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $962-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $700 | $1,196-41.5% | $1,813-61.4% | $4,126-83.0% |
| Admin fee / account holder | $4,617 | $2,022+128.4% | $2,460+87.7% | $7,339-37.1% |