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 | $28,251 | $44,850-37.0% | $60,547-53.3% | $59,633-52.6% |
| Participation rate | 19.1% | 59.5%-40.4pp | 68.0%-48.8pp | 68.7%-49.6pp |
| Annual return | -4.67% | 1074.14%-1078.8pp | 335.64%-340.3pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $538 | $1,462-63.2% | $2,419-77.8% | $2,203-75.6% |
| Participant deferral / active EE | $967 | $2,230-56.6% | $3,328-70.9% | $3,192-69.7% |
| Admin fee / account holder | $1,864 | $3,635-48.7% | $4,536-58.9% | $4,297-56.6% |