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 | $12,664 | $45,152-72.0% | $73,836-82.8% | $59,633-78.8% |
| Participation rate | 63.9% | 64.0%-0.1pp | 73.4%-9.5pp | 68.7%-4.8pp |
| Annual return | -3.09% | 27.40%-30.5pp | 2268.06%-2271.1pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $744 | $1,901-60.9% | $2,787-73.3% | $2,203-66.2% |
| Participant deferral / active EE | $1,260 | $2,573-51.0% | $3,583-64.8% | $3,192-60.5% |
| Admin fee / account holder | $413 | $3,515-88.2% | $4,882-91.5% | $4,297-90.4% |