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 | $34,649 | $95,975-63.9% | $74,549-53.5% | $135,379-74.4% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | -13.27% | 56.96%-70.2pp | 32.53%-45.8pp | 519.79%-533.1pp |
| Employer contribution / active EE | $1,088 | $2,716-59.9% | $1,961-44.5% | $4,779-77.2% |
| Participant deferral / active EE | $3,651 | $3,844-5.0% | $3,108+17.5% | $5,609-34.9% |
| Admin fee / account holder | $2,552 | $6,522-60.9% | $5,059-49.6% | $10,828-76.4% |