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 | $35,240 | $48,274-27.0% | $63,244-44.3% | $59,633-40.9% |
| Participation rate | 42.1% | 66.3%-24.2pp | 71.0%-28.9pp | 68.7%-26.6pp |
| Annual return | -4.67% | -240.79%+236.1pp | -70.31%+65.6pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $553 | $1,586-65.1% | $2,322-76.2% | $2,203-74.9% |
| Participant deferral / active EE | $1,595 | $2,343-31.9% | $2,953-46.0% | $3,192-50.0% |
| Admin fee / account holder | $1,278 | $3,600-64.5% | $5,893-78.3% | $4,297-70.3% |