Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $35,727 | $92,766-61.5% | $82,763-56.8% | $134,545-73.4% |
| Participation rate | 15.0% | 75.2%-60.2pp | 72.6%-57.6pp | 81.2%-66.2pp |
| Annual return | -31.93% | 946.97%-978.9pp | 702.45%-734.4pp | 418.37%-450.3pp |
| Employer contribution / active EE | $494 | $3,273-84.9% | $3,008-83.6% | $4,742-89.6% |
| Participant deferral / active EE | $2,887 | $4,802-39.9% | $4,395-34.3% | $6,401-54.9% |
| Admin fee / account holder | $737 | $5,978-87.7% | $5,325-86.2% | $11,431-93.6% |