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 | $35,447 | $54,380-34.8% | $68,509-48.3% | $59,633-40.6% |
| Participation rate | 40.6% | 70.2%-29.6pp | 74.7%-34.1pp | 68.7%-28.1pp |
| Annual return | -2.57% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.40%-2044.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,626 | $2,643-38.5% | $3,382-51.9% | $3,192-49.0% |
| Admin fee / account holder | $1,643 | $3,885-57.7% | $5,275-68.8% | $4,297-61.8% |