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 | $12,153 | $101,618-88.0% | $93,063-86.9% | $137,256-91.1% |
| Participation rate | 44.4% | 74.9%-30.5pp | 72.1%-27.7pp | 80.0%-35.5pp |
| Annual return | 10.27% | 223.95%-213.7pp | 34.15%-23.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,090 | $4,279-74.5% | $3,958-72.5% | $6,407-83.0% |
| Admin fee / account holder | $58,662 | $6,198+846.4% | $6,033+872.3% | $12,270+378.1% |