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 | $27,719 | $49,177-43.6% | $79,467-65.1% | $64,173-56.8% |
| Participation rate | 56.8% | 65.0%-8.3pp | 73.3%-16.6pp | 69.6%-12.8pp |
| Annual return | -9.55% | -1.16%-8.4pp | 718.30%-727.9pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,134 | $2,076-45.4% | $2,800-59.5% | $2,381-52.4% |
| Participant deferral / active EE | $2,963 | $2,821+5.0% | $3,704-20.0% | $3,470-14.6% |
| Admin fee / account holder | $2,452 | $3,839-36.1% | $5,104-52.0% | $4,887-49.8% |