Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,055 | $51,638-30.2% | $68,368-47.3% | $82,448-56.3% |
| Participation rate | 38.6% | 63.6%-25.0pp | 73.8%-35.1pp | 68.1%-29.4pp |
| Annual return | 6.05% | 37.53%-31.5pp | 292.57%-286.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,427 | $2,914-51.0% | $4,123-65.4% | $4,139-65.5% |
| Admin fee / account holder | $31,667 | $4,643+582.0% | $5,150+514.9% | $7,234+337.7% |