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 | $19,701 | $84,236-76.6% | $170,435-88.4% | $70,126-71.9% |
| Participation rate | 39.7% | 70.8%-31.1pp | 83.6%-43.9pp | 69.5%-29.8pp |
| Annual return | 9.81% | 23.06%-13.3pp | 205.94%-196.1pp | 73.15%-63.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $985 | $3,086-68.1% | $4,939-80.1% | $3,332-70.4% |
| Admin fee / account holder | $11,317 | $5,698+98.6% | $13,881-18.5% | $4,645+143.6% |