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 | $61,657 | $75,962-18.8% | $154,111-60.0% | $64,173-3.9% |
| Participation rate | 36.1% | 70.4%-34.3pp | 83.0%-46.9pp | 69.6%-33.4pp |
| Annual return | -8.19% | 30.32%-38.5pp | 735.18%-743.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $467 | $3,350-86.1% | $5,298-91.2% | $2,381-80.4% |
| Participant deferral / active EE | $2,091 | $3,175-34.1% | $5,081-58.9% | $3,470-39.7% |
| Admin fee / account holder | $1,441 | $5,589-74.2% | $13,411-89.3% | $4,887-70.5% |