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 | $33,081 | $56,197-41.1% | $67,652-51.1% | $59,633-44.5% |
| Participation rate | 25.6% | 71.5%-45.8pp | 75.7%-50.0pp | 68.7%-43.0pp |
| Annual return | -2.98% | 18508.10%-18511.1pp | 6625.40%-6628.4pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $793 | $1,615-50.9% | $2,266-65.0% | $2,203-64.0% |
| Participant deferral / active EE | $1,284 | $2,844-54.9% | $3,560-63.9% | $3,192-59.8% |
| Admin fee / account holder | $1,267 | $3,958-68.0% | $4,821-73.7% | $4,297-70.5% |