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 | $20,609 | $75,962-72.9% | $154,108-86.6% | $64,173-67.9% |
| Participation rate | 41.5% | 70.4%-28.9pp | 83.0%-41.5pp | 69.6%-28.1pp |
| Annual return | -12.35% | 30.32%-42.7pp | 735.21%-747.6pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,235 | $3,175-29.6% | $5,081-56.0% | $3,470-35.6% |
| Admin fee / account holder | $8,185 | $5,589+46.4% | $13,411-39.0% | $4,887+67.5% |