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 | $41,188 | $76,522-46.2% | $56,033-26.5% | $145,884-71.8% |
| Participation rate | 54.5% | 63.2%-8.7pp | 52.5%+2.1pp | 80.3%-25.8pp |
| Annual return | 0.42% | 3014.28%-3013.9pp | 1711.38%-1711.0pp | 551.85%-551.4pp |
| Employer contribution / active EE | $1,314 | $1,382-4.9% | $1,041+26.2% | $4,662-71.8% |
| Participant deferral / active EE | $1,823 | $2,624-30.5% | $1,954-6.7% | $6,690-72.8% |
| Admin fee / account holder | $19,005 | $3,328+471.0% | $2,827+572.2% | $13,392+41.9% |