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 | $21,273 | $91,911-76.9% | $68,793-69.1% | $135,382-84.3% |
| Participation rate | 42.9% | 76.7%-33.9pp | 72.2%-29.4pp | 82.6%-39.8pp |
| Annual return | -15.40% | -8.22%-7.2pp | -4.63%-10.8pp | 519.77%-535.2pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,943 | $4,315-31.8% | $3,311-11.1% | $5,609-47.5% |
| Admin fee / account holder | $718 | $9,240-92.2% | $5,131-86.0% | $10,829-93.4% |