Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,084 | $91,037-71.3% | $71,671-63.6% | $147,586-82.3% |
| Participation rate | 52.6% | 76.1%-23.5pp | 68.7%-16.1pp | 82.8%-30.2pp |
| Annual return | 7.69% | 20.48%-12.8pp | 20.65%-13.0pp | 578.59%-570.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,036 | $4,498+11.9% | $3,438+46.5% | $5,439-7.4% |
| Admin fee / account holder | $41,750 | $8,613+384.8% | $5,558+651.1% | $10,886+283.5% |