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 | $33,417 | $75,832-55.9% | $147,617-77.4% | $59,633-44.0% |
| Participation rate | 60.8% | 71.6%-10.8pp | 84.6%-23.9pp | 68.7%-7.9pp |
| Annual return | -3.41% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $964 | $3,485-72.3% | $5,564-82.7% | $2,203-56.2% |
| Participant deferral / active EE | $1,706 | $3,131-45.5% | $4,895-65.1% | $3,192-46.5% |
| Admin fee / account holder | $2,700 | $5,986-54.9% | $11,612-76.7% | $4,297-37.2% |