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 | $27,045 | $95,975-71.8% | $74,549-63.7% | $135,379-80.0% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -10.60% | 56.96%-67.6pp | 32.53%-43.1pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,415 | $2,716-47.9% | $1,961-27.9% | $4,779-70.4% |
| Participant deferral / active EE | $3,784 | $3,844-1.6% | $3,108+21.7% | $5,609-32.5% |
| Admin fee / account holder | $13,275 | $6,522+103.5% | $5,059+162.4% | $10,828+22.6% |