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 | $27,162 | $75,962-64.2% | $154,108-82.4% | $64,173-57.7% |
| Participation rate | 35.0% | 70.4%-35.4pp | 83.0%-48.0pp | 69.6%-34.6pp |
| Annual return | -10.30% | 30.32%-40.6pp | 735.21%-745.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,572 | $3,175-50.5% | $5,081-69.1% | $3,470-54.7% |
| Admin fee / account holder | $2,042 | $5,589-63.5% | $13,411-84.8% | $4,887-58.2% |