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 | $22,831 | $90,606-74.8% | $79,466-71.3% | $135,379-83.1% |
| Participation rate | 52.4% | 76.0%-23.7pp | 73.3%-21.0pp | 82.6%-30.3pp |
| Annual return | -12.41% | 977.69%-990.1pp | 718.28%-730.7pp | 519.79%-532.2pp |
| Employer contribution / active EE | $2,032 | $3,068-33.8% | $2,800-27.4% | $4,779-57.5% |
| Participant deferral / active EE | $2,506 | $4,050-38.1% | $3,704-32.3% | $5,609-55.3% |
| Admin fee / account holder | $338 | $5,895-94.3% | $5,104-93.4% | $10,828-96.9% |