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 | $30,183 | $58,311-48.2% | $81,882-63.1% | $80,959-62.7% |
| Participation rate | 2.0% | 63.5%-61.5pp | 72.4%-70.4pp | 67.7%-65.7pp |
| Annual return | -37.02% | 41.85%-78.9pp | 779.47%-816.5pp | 35.67%-72.7pp |
| Employer contribution / active EE | $425 | $2,347-81.9% | $2,916-85.4% | $2,757-84.6% |
| Participant deferral / active EE | $1,303 | $3,287-60.4% | $4,323-69.9% | $4,300-69.7% |
| Admin fee / account holder | $6,189 | $4,752+30.2% | $7,360-15.9% | $6,925-10.6% |