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 | $27,588 | $45,438-39.3% | $80,004-65.5% | $59,633-53.7% |
| Participation rate | 40.5% | 63.7%-23.3pp | 73.0%-32.5pp | 68.7%-28.2pp |
| Annual return | -2.83% | 5.10%-7.9pp | 7.63%-10.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $927 | $1,236-25.0% | $2,473-62.5% | $2,203-57.9% |
| Participant deferral / active EE | $1,536 | $2,231-31.2% | $3,204-52.1% | $3,192-51.9% |
| Admin fee / account holder | $8,107 | $3,464+134.0% | $5,033+61.1% | $4,297+88.7% |