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 | $30,071 | $147,167-79.6% | $111,392-73.0% | $135,382-77.8% |
| Participation rate | 38.5% | 84.0%-45.6pp | 78.9%-40.4pp | 82.6%-44.2pp |
| Annual return | -12.13% | -4.44%-7.7pp | -2.06%-10.1pp | 519.77%-531.9pp |
| Employer contribution / active EE | $1,706 | $5,204-67.2% | $4,328-60.6% | $4,779-64.3% |
| Participant deferral / active EE | $3,827 | $6,565-41.7% | $5,567-31.3% | $5,609-31.8% |
| Admin fee / account holder | $961 | $20,270-95.3% | $12,266-92.2% | $10,829-91.1% |