Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,495 | $29,716+16.1% | $56,077-38.5% | $80,925-57.4% |
| Participation rate | 20.4% | 41.7%-21.3pp | 52.5%-32.1pp | 67.7%-47.3pp |
| Annual return | 9.42% | 35.30%-25.9pp | 1709.28%-1699.9pp | 35.65%-26.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $536 | $1,228-56.4% | $1,954-72.6% | $4,299-87.5% |
| Admin fee / account holder | $1,069 | $2,432-56.0% | $2,825-62.2% | $6,940-84.6% |