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 | $34,236 | $99,079-65.4% | $78,002-56.1% | $273,972-87.5% |
| Participation rate | 64.3% | 78.6%-14.3pp | 75.5%-11.2pp | 83.0%-18.7pp |
| Annual return | -0.29% | 217.93%-218.2pp | 425.99%-426.3pp | 41.46%-41.7pp |
| Employer contribution / active EE | $766 | $3,308-76.8% | $2,470-69.0% | $4,869-84.3% |
| Participant deferral / active EE | $1,471 | $4,306-65.8% | $3,497-57.9% | $5,287-72.2% |
| Admin fee / account holder | $665 | $8,954-92.6% | $5,481-87.9% | $10,133-93.4% |