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 | $27,254 | $52,519-48.1% | $155,789-82.5% | $59,633-54.3% |
| Participation rate | 26.9% | 61.7%-34.8pp | 76.1%-49.2pp | 68.7%-41.7pp |
| Annual return | -3.21% | 53.51%-56.7pp | 71.54%-74.8pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $375 | $1,589-76.4% | $3,839-90.2% | $2,203-83.0% |
| Participant deferral / active EE | $1,125 | $3,084-63.5% | $4,798-76.5% | $3,192-64.7% |
| Admin fee / account holder | $1,719 | $3,540-51.4% | $7,477-77.0% | $4,297-60.0% |