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 | $84,731 | $80,812+4.9% | $160,784-47.3% | $82,448+2.8% |
| Participation rate | 43.9% | 66.2%-22.4pp | 77.0%-33.1pp | 68.1%-24.2pp |
| Annual return | 7.98% | 100.59%-92.6pp | 1803.92%-1795.9pp | 41.64%-33.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,197 | $4,335-49.3% | $6,293-65.1% | $4,139-46.9% |
| Admin fee / account holder | $50,953 | $7,695+562.2% | $9,717+424.4% | $7,234+604.3% |