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 | $31,318 | $80,674-61.2% | $119,126-73.7% | $64,340-51.3% |
| Participation rate | 29.8% | 55.2%-25.4pp | 75.8%-46.0pp | 55.2%-25.5pp |
| Annual return | -61.85% | 26.86%-88.7pp | 282.11%-344.0pp | 24.14%-86.0pp |
| Employer contribution / active EE | $951 | $2,564-62.9% | $4,034-76.4% | $1,862-48.9% |
| Participant deferral / active EE | $1,473 | $3,053-51.8% | $5,318-72.3% | $2,980-50.6% |
| Admin fee / account holder | $3,216 | $4,559-29.5% | $10,693-69.9% | $3,703-13.1% |