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 | $32,319 | $109,372-70.5% | $89,414-63.9% | $158,966-79.7% |
| Participation rate | 60.0% | 74.3%-14.3pp | 68.0%-8.0pp | 82.0%-22.0pp |
| Annual return | -4.46% | 345.55%-350.0pp | 245.50%-250.0pp | 302.95%-307.4pp |
| Employer contribution / active EE | $1,534 | $3,171-51.6% | $2,586-40.7% | $4,762-67.8% |
| Participant deferral / active EE | $1,507 | $4,598-67.2% | $3,890-61.3% | $5,983-74.8% |
| Admin fee / account holder | $5,697 | $6,156-7.5% | $4,883+16.7% | $11,250-49.4% |