Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $71,942 | $29,716+142.1% | $56,077+28.3% | $80,925-11.1% |
| Participation rate | 4.2% | 41.7%-37.5pp | 52.5%-48.3pp | 67.7%-63.5pp |
| Annual return | 7.52% | 35.30%-27.8pp | 1709.28%-1701.8pp | 35.65%-28.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,040-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $1,228-100.0% | $1,954-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,781 | $2,432-26.8% | $2,825-37.0% | $6,940-74.3% |