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 | $13,523 | $100,895-86.6% | $90,430-85.0% | $158,950-91.5% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.7%-12.7pp | 82.0%-22.0pp |
| Annual return | -10.47% | 1725.54%-1736.0pp | 1293.73%-1304.2pp | 302.91%-313.4pp |
| Employer contribution / active EE | $670 | $3,689-81.8% | $3,262-79.5% | $4,762-85.9% |
| Participant deferral / active EE | $1,920 | $4,347-55.8% | $3,963-51.5% | $5,983-67.9% |
| Admin fee / account holder | $616 | $6,505-90.5% | $5,613-89.0% | $11,248-94.5% |