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 | $26,944 | $100,811-73.3% | $86,698-68.9% | $134,545-80.0% |
| Participation rate | 38.9% | 79.0%-40.1pp | 76.6%-37.7pp | 81.2%-42.3pp |
| Annual return | -25.25% | 29.11%-54.4pp | 35.96%-61.2pp | 418.37%-443.6pp |
| Employer contribution / active EE | $3,511 | $3,490+0.6% | $2,837+23.8% | $4,742-26.0% |
| Participant deferral / active EE | $2,638 | $5,339-50.6% | $4,656-43.4% | $6,401-58.8% |
| Admin fee / account holder | $8,770 | $10,926-19.7% | $7,492+17.1% | $11,431-23.3% |