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 | $42,283 | $127,100-66.7% | $105,738-60.0% | $135,382-68.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -11.29% | 4.49%-15.8pp | 6.27%-17.6pp | 519.77%-531.1pp |
| Employer contribution / active EE | $2,632 | $4,107-35.9% | $3,268-19.5% | $4,779-44.9% |
| Participant deferral / active EE | $4,158 | $5,064-17.9% | $4,080+1.9% | $5,609-25.9% |
| Admin fee / account holder | $1,408 | $9,087-84.5% | $6,913-79.6% | $10,829-87.0% |