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 | $48,498 | $72,388-33.0% | $111,392-56.5% | $64,173-24.4% |
| Participation rate | 0.0% | 70.5%-70.5pp | 78.9%-78.9pp | 69.6%-69.6pp |
| Annual return | -9.46% | -1.50%-8.0pp | -2.06%-7.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,107 | $3,000-63.1% | $4,328-74.4% | $2,381-53.5% |
| Participant deferral / active EE | $1,991 | $4,241-53.1% | $5,567-64.2% | $3,470-42.6% |
| Admin fee / account holder | $5,515 | $5,719-3.6% | $12,266-55.0% | $4,887+12.9% |