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 | $68,209 | $90,320-24.5% | $59,496+14.6% | $125,389-45.6% |
| Participation rate | 8.7% | 68.3%-59.6pp | 54.6%-45.9pp | 83.2%-74.5pp |
| Annual return | -7.03% | 369.13%-376.2pp | 182.05%-189.1pp | 282.24%-289.3pp |
| Employer contribution / active EE | $508 | $1,792-71.7% | $1,153-56.0% | $4,866-89.6% |
| Participant deferral / active EE | $1,565 | $2,716-42.4% | $1,829-14.4% | $5,352-70.8% |
| Admin fee / account holder | $782 | $3,063-74.5% | $2,232-65.0% | $9,541-91.8% |