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 | $36,324 | $152,597-76.2% | $117,533-69.1% | $134,532-73.0% |
| Participation rate | 36.4% | 77.1%-40.7pp | 70.6%-34.2pp | 81.2%-44.9pp |
| Annual return | -20.66% | 53.04%-73.7pp | 29.77%-50.4pp | 418.27%-438.9pp |
| Employer contribution / active EE | $466 | $5,576-91.6% | $4,179-88.9% | $4,741-90.2% |
| Participant deferral / active EE | $1,102 | $4,821-77.1% | $4,072-72.9% | $6,401-82.8% |
| Admin fee / account holder | $3,686 | $7,007-47.4% | $5,647-34.7% | $11,429-67.7% |