Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $32,909 | $104,106-68.4% | $71,086-53.7% | $135,382-75.7% |
| Participation rate | 18.2% | 65.7%-47.5pp | 54.7%-36.5pp | 82.6%-64.5pp |
| Annual return | -17.91% | 1256.30%-1274.2pp | 650.59%-668.5pp | 519.77%-537.7pp |
| Employer contribution / active EE | $455 | $1,485-69.4% | $1,088-58.2% | $4,779-90.5% |
| Participant deferral / active EE | $1,489 | $2,527-41.1% | $1,874-20.6% | $5,609-73.5% |
| Admin fee / account holder | $369 | $4,142-91.1% | $3,082-88.0% | $10,829-96.6% |