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 | $32,783 | $138,072-76.3% | $123,549-73.5% | $135,382-75.8% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -10.11% | 153.69%-163.8pp | 119.20%-129.3pp | 519.77%-529.9pp |
| Employer contribution / active EE | $1,722 | $5,152-66.6% | $4,628-62.8% | $4,779-64.0% |
| Participant deferral / active EE | $3,105 | $6,799-54.3% | $6,426-51.7% | $5,609-44.6% |
| Admin fee / account holder | $756 | $10,917-93.1% | $9,284-91.9% | $10,829-93.0% |