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 | $36,143 | $30,732+17.6% | $59,496-39.3% | $59,633-39.4% |
| Participation rate | 28.1% | 43.2%-15.1pp | 54.6%-26.5pp | 68.7%-40.6pp |
| Annual return | -5.08% | 4.47%-9.5pp | 182.05%-187.1pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $567 | $631-10.2% | $1,153-50.9% | $2,203-74.3% |
| Participant deferral / active EE | $1,144 | $1,183-3.3% | $1,829-37.5% | $3,192-64.2% |
| Admin fee / account holder | $882 | $2,136-58.7% | $2,232-60.5% | $4,297-79.5% |