Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,113 | $101,653-60.5% | $147,080-72.7% | $74,459-46.1% |
| Participation rate | 40.0% | 75.6%-35.6pp | 82.2%-42.2pp | 67.2%-27.2pp |
| Annual return | 12.72% | 8754.98%-8742.3pp | 420.17%-407.4pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $1,970 | $3,813-48.3% | $4,933-60.1% | $2,626-25.0% |
| Participant deferral / active EE | $4,333 | $7,304-40.7% | $8,066-46.3% | $4,350-0.4% |
| Admin fee / account holder | $17,225 | $1,752+883.4% | $12,989+32.6% | $1,945+785.7% |