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 | $50,226 | $27,639+81.7% | $61,501-18.3% | $68,490-26.7% |
| Participation rate | 34.5% | 39.5%-5.0pp | 52.6%-18.1pp | 67.9%-33.4pp |
| Annual return | -40.39% | -13.19%-27.2pp | 339.04%-379.4pp | -7.85%-32.5pp |
| Employer contribution / active EE | $707 | $696+1.6% | $1,160-39.0% | $2,597-72.8% |
| Participant deferral / active EE | $1,134 | $1,264-10.3% | $2,125-46.6% | $4,028-71.9% |
| Admin fee / account holder | $3,879 | $2,012+92.8% | $2,132+82.0% | $5,403-28.2% |