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 | $36,966 | $94,529-60.9% | $140,019-73.6% | $64,173-42.4% |
| Participation rate | 62.5% | 84.1%-21.6pp | 87.5%-25.0pp | 69.6%-7.1pp |
| Annual return | -11.43% | 7.77%-19.2pp | 651.17%-662.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $2,904 | $3,812-23.8% | $5,605-48.2% | $2,381+22.0% |
| Participant deferral / active EE | $4,059 | $5,250-22.7% | $6,927-41.4% | $3,470+17.0% |
| Admin fee / account holder | $592 | $6,741-91.2% | $10,705-94.5% | $4,887-87.9% |