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 | $16,121 | $44,850-64.1% | $60,547-73.4% | $59,633-73.0% |
| Participation rate | 62.5% | 59.5%+3.0pp | 68.0%-5.5pp | 68.7%-6.2pp |
| Annual return | -3.62% | 1074.14%-1077.8pp | 335.64%-339.3pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $698 | $1,462-52.3% | $2,419-71.2% | $2,203-68.3% |
| Participant deferral / active EE | $1,772 | $2,230-20.6% | $3,328-46.8% | $3,192-44.5% |
| Admin fee / account holder | $1,674 | $3,635-53.9% | $4,536-63.1% | $4,297-61.0% |